Dana
Crosby
Belpointe Asset Management LLC
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About this Advisor
Dana Crosby is a financial advisor based in Rancho Mirage, California, working with Belpointe Asset Management LLC. Dana has previously held positions at Sc Capital Advisors and Belpointe Asset Management, LLC. Dana has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in California. Currently, Dana is part of Belpointe Asset Management LLC, which operates out of Rancho Mirage, California. The firm has 95 offices and 215 employees. The firm manages assets totaling $4.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Belpointe Asset Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Belpointe Asset Management LLC Brokerage Details
$4,300,001,521
215
22,446
$191,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Dana Crosby Work History
Belpointe Asset Management, LLC
Sc Capital Advisors
Disclosures
Please visit the SEC profile of Dana Crosby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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