Garrett
Devine

Belpointe Asset Management LLC

CRD#3082464
Investment Advisor
in Beverly Hills, CA

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About this Advisor

Garrett Devine is a financial advisor based in Beverly Hills, California, working with Belpointe Asset Management LLC. Garrett has previously held positions at Nfp Advisor Services, LLC, Kestra Financial Services, Inc, Belpointe Asset Management, LLC, and Belpointe Insurance, LLC. Garrett has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Garrett is part of Belpointe Asset Management LLC, which operates out of Beverly Hills, 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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

468 North Camden Drive Suite 200
Beverly Hills, CA 90210

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Belpointe Asset Management LLC Brokerage Details

Total Assets Under Management

$4,300,001,521

CA Average: $664,206,839
Total Number of Employees

215

CA Average: 10
Total Number of Accounts

22,446

CA Average: 1,698
Average Account Size

$191,571

CA Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Garrett Devine Work History

2018 - Present (6 years)

Belpointe Asset Management, LLC

2018 - Present (6 years)

Belpointe Insurance, LLC

2016 - 2018 (2 years)

Kestra Financial Services, Inc

2014 - 2016 (2 years)

Nfp Advisor Services, LLC

Disclosures

Please visit the SEC profile of Garrett Devine 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

Hugh Halsey
Merritt Island, FL
Katherine Clausen
Janesville, WI
Garrett Devine
Beverly Hills, CA
Kurt Zipp
Reno, NV
David Hoffman
Reno, NV
Jesus Torres
Hutchins, TX
Scott Mullen
Reno, NV

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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