Henry
Pizzutello

Bellatore Financial, Inc

CRD#1426098
Investment Advisor
in Pleasant Hill, CA

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About this Advisor

Henry Pizzutello is a financial advisor working in Pleasant Hill, California who has 4 years of industry experience. Pizzutello is currently employed by Bellatore Financial, Inc. During their career, Pizzutello has held roles at Rhame & Gorrell Wealth Management, LLC, Private Capital Advisors, White Peaks Asset, Hfg Wealth Management, LLC, Blackmar Advisors and Bellatore Financial, Inc. Pizzutello maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Bellatore Financial, Inc is a company that has its headquarters in Pleasant Hill, CA. It controls $496 million in assets under management between its 1,700 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm provides financial advice to eight charities and foundations. Of its 1,700 client accounts, 52% are held by high-net-worth clients who have at least $1 million in assets available to invest. Bellatore Financial, Inc has a broad range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial management are based on which services the firm provides the client. Fees charged by Bellatore Financial, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

25 Crescent Dr. #A342
Pleasant Hill, CA 94523

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Bellatore Financial, Inc Brokerage Details

Total Assets Under Management

$496,264,615

CA Average: $7,578,581,321
Total Number of Employees

4

CA Average: 43
Total Number of Accounts

1,700

CA Average: 3,727
Average Account Size

$291,920

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Henry Pizzutello Work History

Henry has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Hfg Wealth Management, LLC

2020 - Present (4 years)

Bellatore Financial, Inc

2019 - Present (5 years)

Hfg Wealth Management, LLC

2019 - Present (5 years)

Bellatore Financial, Inc

2016 - 2019 (3 years)

Rhame & Gorrell Wealth Management, LLC

2013 - 2016 (3 years)

Private Capital Advisors

2012 - 2020 (8 years)

Blackmar Advisors

2011 - 2016 (5 years)

White Peaks Asset

*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 Henry Pizzutello 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 Bellatore Financial, Inc

Henry Pizzutello
Pleasant Hill, CA

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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