Renae
Lindberg
Belpointe Asset Management LLC
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About this Advisor
Renae Lindberg is a financial advisor based out of Reno, Nevada with a total of 4 years of relevant experience. Lindberg is an advisor for Belpointe Asset Management LLC. Over the course of their career, they have held roles at Johnson Law Group, Guardian Resources, Belpointe Asset Management, LLC and Guardian Capital Management. Lindberg holds a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Minnesota. Belpointe Asset Management LLC is a firm based out of Reno, NV. The company has offices in 95 locations and a total of 226 people on staff. It handles $4 billion in total assets across its 16,063 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises four charities and foundations. Of its 16,063 accounts, just 8% are associated with high-net-worth investors who have more than $1 million in investable assets. Belpointe Asset Management LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on the type of financial services offered. However, fee types charged by Belpointe Asset Management LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Belpointe Asset Management LLC Brokerage Details
$3,855,302,523
226
16,063
$240,011
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Renae Lindberg Work History
Renae has been registered as a financial advisor for 4 years.*
Belpointe Asset Management, LLC
Guardian Capital Management
Guardian Resources
Johnson Law Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Renae Lindberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Belpointe Asset Management LLC
Reno, NV
Reno, NV
Haddon Heights, NJ
Charlotte, NC
Danville, CA
The Villages, FL
Janesville, WI
Reno, NV
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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