BELVEDERE ASSET MANAGEMENT, LLC

SAN RAFAEL, California·8 registered advisors·CRD# 147887
SEC# 801-76961415-435-3121
01

Firm Overview

AUM
$53M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at BELVEDERE ASSET MANAGEMENT, LLC

8 registered advisors
Ethan Namvar
NEWPORT BEACH, California
Gary Reed Feldman
NEWPORT BEACH, California
Jan Gleisner
NEWPORT BEACH, California
Jeffrey Howard Klein
SAN RAFAEL, California
Jim Wookjae Chung
NEWPORT BEACH, California
Jonathan Mckee Hansen
SAN RAFAEL, California
Keith David Pagan
NEWPORT BEACH, California
Wayne Brian Hayes
NEWPORT BEACH, California
05

Office Locations

NEWPORT BEACH, California
6 advisors
SAN RAFAEL, California
2 advisors

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Data sourced from SEC Form ADV filings. BELVEDERE ASSET MANAGEMENT, LLC (CRD# 147887) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.