Belleair Asset Management, LLC
Belleair Asset Management, LLC (CRD# 290882) is a financial advisory firm headquartered in Belleair Bluffs, FL. They manage $215,861,068 in 349 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Belleair Asset Management, LLC
By the Numbers
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Total Assets Under Management216MILLION
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Total Number of Accounts349ACCOUNTS
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Average Account Value$618,513
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TX
Financial Advisors at Belleair Asset Management, LLC
1
James Clark (CRD# 1471379) is an Investment Advisor Representative working at Belleair Asset Management, LLC in Belleair Bluffs, FL and has over 27 years of experience in the finance industry.
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