B.w. Belisle Planning & Strategy Company LLC
B.w. Belisle Planning & Strategy Company LLC (CRD# 168180) is a financial advisory firm headquartered in , . They manage $16,761,480 in 65 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
B.w. Belisle Planning & Strategy Company LLC
By the Numbers
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Total Assets Under Management17MILLION
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Total Number of Accounts65ACCOUNTS
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Average Account Value$257,869
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VT
Financial Advisors at B.w. Belisle Planning & Strategy Company LLC
1
Bryan Belisle (CRD# 4232331) is an Investment Advisor Representative working at B.w. Belisle Planning & Strategy Company LLC in South Burlington, VT and has over 23 years of experience in the finance industry.
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