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BELLATORE FINANCIAL, INC.
BELLATORE FINANCIAL, INC.
THE WOODLANDS, Texas
·
3 registered advisors
·
CRD# 143543
SEC# 801-68251
0
832-585-0110
01
Firm Overview
AUM
$513M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at BELLATORE FINANCIAL, INC.
3 registered advisors
Kevin Gregory Bruce
SAN JOSE, California
CFP
CFA
CRD# 4460048
Michael Alan Dixon
SAN JOSE, California
CRD# 1767122
Walter Francis Burns
THE WOODLANDS, Texas
CFP
CRD# 1410185
05
Office Locations
SAN JOSE, California
2 advisors
THE WOODLANDS, Texas
1 advisor
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Data sourced from SEC Form ADV filings. BELLATORE FINANCIAL, INC. (CRD# 143543) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.