Cassie
Kang
Belpointe Asset Management LLC
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About this Advisor
Cassie Kang is a certified financial planner who works out of Beverly Hills, California who has 5 years of relevant experience. Kang is an employee of Belpointe Asset Management LLC. Over the course of their career, Kang has held roles at 24 Hour Fitness, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Belpointe Asset Management, LLC and Krav Maga Unyted. Kang maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Belpointe Asset Management LLC is a business operating out of Reno, NV. The firm has offices in 95 locations and a total of 226 advisors. It manages $4 billion in assets under management across its 16,063 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves four charitable organizations. Of its 16,063 customer accounts, just 8% are associated with high-net-worth individuals who have more than $1 million in investable assets. Belpointe Asset Management LLC offers a diverse assortment 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. Fees for financial advice vary depending on which services the firm provides the client. Fee types charged by Belpointe Asset Management LLC most likely are 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
Cassie Kang Work History
Cassie has been registered as a financial advisor for 5 years.*
Belpointe Asset Management, LLC
Krav Maga Unyted
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
24 Hour Fitness
*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 Cassie Kang 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
Haddon Heights, NJ
Reno, NV
Charlotte, NC
Reno, NV
Miami, FL
Milwaukee, WI
Stanwood, MI
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.