Bellatore Financial, Inc
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Overview
Bellatore Financial, Inc is an advisory company that has its headquarters in Pleasant Hill, California. The company has $496.3 million in assets across 1,700 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management (AUM). The company has a small group, including 2 financial advisors. Bellatore Financial, Inc does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as equities, options and bonds.
Bellatore Financial, Inc manages some of its client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction decisions for the client's account without needing to seek client permission. It also administers 1,581 non-discretionary accounts with a total of $481.2 million in AUM. The company supervises roughly $291,920 in assets for every client account. The typical advisor at Bellatore Financial, Inc manages about 850 client accounts.
The company's headquarters is at 25 Crescent Dr. #A342, Pleasant Hill, California 94523. It is legally allowed to serve investors throughout 17 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bellatore Financial, Inc by the Numbers
$496.3 million
4
1,700
$291.9 thousand
Products and Services
Bellatore Financial, Inc provides a number of financial services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. The company does not sell products or offer services other than investment advisory services to its investment advisory accounts.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types charged by the firm likely include the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company manages money for a number of different customers. It works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 1,700 accounts, Bellatore Financial, Inc's largest client type by number of accounts is high net worth investors, but it also serves 882 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 51.88%
- Other Individuals - 46.41%
- Corporations - 1.24%
- Charitable Organizations - 0.47%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bellatore Financial, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Bellatore Financial, Inc
Pleasant Hill, CA
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