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Building 2BELMONT PRIVATE WEALTH

Map pin
Phone314-566-9887
NotebookSEC #801-130561
Total AUM
$192.1M
Employees
3
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
314-566-9887
Other Offices
3

ReceiptFinancials

Total AUM
$192.1M
Accounts
142
Discretionary
$192.1M
Accounts
142
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$249.6K
HNW Individual Clients
29
AUM
$191.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMONC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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