Bellatore Financial, Inc.

RIASEC Registered

Total AUM

$639M

Discretionary

$16.4M

3% of AUM

Avg account

$369K

Accounts

1,731

Employees

Advisory reps

Firm details

Headquarters: The Woodlands, Texas
CRD number: 143543
Registered since: September 4, 2007
Website: bellatore.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.71%
Individuals20.46%
Charitable Organizations5.44%
Corporations / Businesses3.39%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Bellatore Financial, Inc. is an independent, corporate-structured registered investment adviser that has been SEC-registered since 2007. The firm identifies as a capital allocator and serves both individual/family and institutional clients. Ownership is a mix of a domestic entity and an individual. The firm's advisory services emphasize portfolio management for individuals, small businesses and institutions, along with selection of other advisers and publication of periodic client materials. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Bellatore does not identify as an active ESG investor.