Bellmark Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
155357
Registered since
May 6, 2011

Firm profile

FINTRX

Overview

Bellmark Partners, LLC is organized as a limited liability company and is classified in the source data as an investment bank. Ownership is listed as individual control. The firm is not identified as a capital allocator and is flagged as not an active ESG investor. Several adviser-related flags are negative: it is not marked as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. There is no descriptive information in the dataset about the firm’s business model, advisory services, client segments, or fee structure. The firm did not provide details about its activities or affiliations in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
75 Central St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth