James
Clark
Belleair Asset Management, LLC
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About this Advisor
James Clark is a financial advisor based in Largo, Florida, working with Belleair Asset Management, LLC. James has previously held positions at Belleair Asset Management, Inc, Home Income Tax Service Inc, Ipi Wealth Management, Inc, Investment Planners Inc, Belleair Asset Management, LLC, and Belleair Tax Consultants. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, James is part of Belleair Asset Management, LLC, which operates out of Largo, Florida. The firm has 3 employees and manages assets totaling $215.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Belleair Asset Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Belleair Asset Management, LLC Brokerage Details
$215,861,068
3
349
$618,513
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Clark Work History
Belleair Asset Management, LLC
Belleair Tax Consultants
Ipi Wealth Management, Inc
Investment Planners Inc
Home Income Tax Service Inc
Belleair Asset Management, Inc
Disclosures
Please visit the SEC profile of James Clark 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 Belleair Asset Management, LLC
Largo, FL
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