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Building 2BELPOINTE ASSET MANAGEMENT LLC

Map pinRENO, NV
Phone2036293300
NotebookSEC #801-69329
Total AUM
$7.6B
Employees
236
Clients
7,604

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 DAMONTE RANCH PARKWAY
BUILDING 700, UNIT 700
RENO
NV 89521
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
2036293300
Other Offices
113

ReceiptFinancials

Total AUM
$7.6B
Accounts
18,990
Discretionary
$7.6B
Accounts
18,990
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6,000
AUM
$1.6B
HNW Individual Clients
1,321
AUM
$3.6B
Pension/Profit Sharing Plan Clients
168
AUM
$305.8M
Charitable Organization Clients
20
AUM
$24.7M
Investment Advisor Clients
3
AUM
$1.9B
Corporation or Business Clients
92
AUM
$134.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 42 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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