Belden Financial, LLC
Firm details
- Headquarters
- Canton, Ohio
- CRD number
- 287562
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.27%
- Individuals22.73%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Belden Financial, LLC is a small, equity-focused registered investment adviser serving individuals and families, with advisory work that centers on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and runs discretionary mandates across its client base. Its stated investment preference is equities, and the firm is not positioned as an ESG-focused or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Cash & Cash Equivalents35%
Owners & executives
1 of 1Daniel Belden
Chief Compliance OfficerCRD 5244469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Canton, OH
Stark
Location
Canton, OH
Headquartered in Canton, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Stark
- Address
- 400 Market Ave N
- Time zone
- ET (UTC-5)
- Office locations
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