BELLATORE FINANCIAL, INC.

THE WOODLANDS, Texas·7 registered advisors·CRD# 143543
SEC# 801-682510832-585-0110
01

Firm Overview

AUM
$513M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
7
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 ManagementWealth Management
04

Advisors at BELLATORE FINANCIAL, INC.

7 registered advisors
Albert Gerald Steele
SAN JOSE, California
Charles Edward Deases
THE WOODLANDS, Texas
Kevin Gregory Bruce
SAN JOSE, California
Michael Alan Dixon
SAN JOSE, California
Nicholas Magkawas Labao
SAN JOSE, California
Stephanie Lynne Bogan
SAN JOSE, California
Walter Francis Burns
THE WOODLANDS, Texas
05

Office Locations

SAN JOSE, California
5 advisors
THE WOODLANDS, Texas
2 advisors

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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.