Bellwether Consulting LLC

RIASEC RegisteredEst. 2001

Total AUM

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Firm details

Headquarters: Millburn, New Jersey
CRD number: 111188
Registered since: March 9, 2001
Website: www.bellwetherconsulting.net
Fee structure: Hourly Charges, Fixed Fees
Services: Pension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Bellwether Consulting LLC is an SEC-registered limited liability company that operates as an institutional registered investment adviser and capital allocator. The firm has been registered with the SEC since 2001 and is owned by an individual. Its client base includes both individual and family clients as well as institutional investors. The firm's core advisory activities emphasize pension consulting and the selection of other advisers; it also engages in the publication of periodicals or newsletters. Bellwether charges clients on an hourly or fixed-fee basis rather than relying on percentage-based asset fees. According to the source data, the firm does not position itself as an active ESG investor and is not classified as a multi-state or newly formed adviser.