1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BELLATORE FINANCIAL, INC.

Map pinTHE WOODLANDS, TX
Phone832-585-0110
NotebookSEC #801-68251
Total AUM
$638.7M
Employees
3
Clients
561

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1790 HUGHES LANDING BLVD
SUITE 575
THE WOODLANDS
TX 77380
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
832-585-0110

ReceiptFinancials

Total AUM
$638.7M
Accounts
1,731
Discretionary
$16.4M
Accounts
1,638
Non-Discretionary
$622.3M
Accounts
93

ContactClients

View more in analytics →

Individual Clients
353
AUM
$130.7M
HNW Individual Clients
194
AUM
$451.7M
Charitable Organization Clients
8
AUM
$34.7M
Corporation or Business Clients
6
AUM
$21.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAHILAMANHNYOHSCTXWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account