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Building 2BELLEAIR ASSET MANAGEMENT, LLC

Map pinBELLEAIR BLUFFS, FL
Phone727-586-3541
NotebookSEC #801-112148
Total AUM
$234.3M
Employees
4
Clients
125

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
259 INDIAN ROCKS ROAD NORTH
BELLEAIR BLUFFS
FL 33770
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
727-586-3541

ReceiptFinancials

Total AUM
$234.3M
Accounts
366
Discretionary
$224.6M
Accounts
353
Non-Discretionary
$9.7M
Accounts
13

ContactClients

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Individual Clients
80
AUM
$26.8M
HNW Individual Clients
45
AUM
$207.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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