Belleair Asset Management, LLC
Firm details
- Headquarters
- Belleair Bluffs, Florida
- CRD number
- 290882
- Registered since
- December 8, 2017
- Website
- www.belleairam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.55%
- Individuals11.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Belleair Asset Management, LLC is an independent, SEC-registered investment adviser that began registration in 2017 and is owned by an individual. The firm serves individual and family clients, charging a combination of percentage-of-AUM and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Belleair acts as a capital allocator, deploying client capital into third-party managers when appropriate. The firm does not position itself as an ESG-focused investor. It lists an affiliation with accounting professionals, which suggests coordination with external tax and accounting advisors as part of client service delivery.
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
- Public Funds/Mutual Funds68%
- Exchange Traded Equities14%
- Cash & Cash Equivalents12%
- Other4%
- US Government Bonds2%
Contacts
2 of 2
Sean Blanding
Wealth Management AdvisorCRD 8005432
James Clark
PresidentCRD 1471379
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$97.5M in ETFs
46%
$44.9M
54%
$52.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND (VGIT) | Vanguard | Passive | Intermediate Government | $9.6M | 162,790 | 9.85% |
Location
Belleair Bluffs, FL
Pinellas
Location
Belleair Bluffs, FL
Headquartered in Belleair Bluffs, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 259 Indian Rocks Rd N
- Time zone
- ET (UTC-5)
- Office locations
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