BELMONT FINANCIAL, LLC

Overview

Belmont Financial, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and other fee arrangements. Investment activity emphasizes packaged public-market exposure—primarily mutual funds—and selective use of alternatives, primarily real estate accessed through third‑party managers. Belmont Financial does not present itself as a multi-state adviser, is not marketed as an active ESG investor, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices