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Building 2BELMONT CAPITAL GROUP

Map pinLOS ANGELES, CA
Phone310-203-2670
NotebookSEC #801-79309
Total AUM
$931.4M
Employees
4
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1875 CENTURY PARK EAST
SUITE 1780
LOS ANGELES
CA 90067
United States
Operating Hours
7:00 A.M TO 3:00 P.M.
Monday - Friday
Phone
310-203-2670

ReceiptFinancials

Total AUM
$931.4M
Accounts
295
Discretionary
$929.8M
Accounts
293
Non-Discretionary
$1.6M
Accounts
2

ContactClients

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Individual Clients
3
AUM
$1.4M
HNW Individual Clients
181
AUM
$789.9M
Investment Company Clients
1
AUM
$19.2M
Corporation or Business Clients
8
AUM
$120.9M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLANJNVTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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