Unclaimed Profile

Jan Gleisner

BELVEDERE ASSET MANAGEMENT, LLC·NEWPORT BEACH, California

BELVEDERE ASSET MANAGEMENT, LLC

610 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 4593724Firm CRD# 147887

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jan Gleisner · NEWPORT BEACH, CA

Registration

CRD #4593724 · BELVEDERE ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Jan Gleisner is a registered financial advisor based in NEWPORT BEACH, California, affiliated with BELVEDERE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BELVEDERE ASSET MANAGEMENT, LLC

AUM

$53M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BELVEDERE ASSET MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4593724

Firm CRD# 147887

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jan Gleisner offer?

Jan Gleisner specializes in Investment Management, Retirement Planning. Contact their office in NEWPORT BEACH, California for a consultation.

What are Jan Gleisner's credentials?

Jan Gleisner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jan Gleisner located?

Jan Gleisner is based in NEWPORT BEACH, California, working with BELVEDERE ASSET MANAGEMENT, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Jan Gleisner charge for services?

Jan Gleisner's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BELVEDERE ASSET MANAGEMENT, LLC?

BELVEDERE ASSET MANAGEMENT, LLC has approximately 10 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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