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BELLEAIR ASSET MANAGEMENT, LLC
BELLEAIR ASSET MANAGEMENT, LLC
BELLEAIR BLUFFS, Florida
·
2 registered advisors
·
CRD# 290882
SEC# 801-112148
0
727-586-3541
01
Firm Overview
AUM
$216M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BELLEAIR ASSET MANAGEMENT, LLC
2 registered advisors
James Milton Clark
BELLEAIR BLUFFS, Florida
PFS
CRD# 1471379
Tina E Clark
BELLEAIR BLUFFS, Florida
CRD# 734145
05
Office Locations
BELLEAIR BLUFFS, Florida
2 advisors
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Data sourced from SEC Form ADV filings. BELLEAIR ASSET MANAGEMENT, LLC (CRD# 290882) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.