Belov Consulting LLC

RIASEC Registered
Total AUM
$285K
Discretionary
$285K
100% of AUM
Avg account
$35.6K
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
334385
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Performance Based Fees
Client types
  • Individuals95.42%
  • HNWI4.58%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Belov Consulting LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s stated advisory activity is portfolio management for individuals and small businesses. Its fee arrangement includes performance-based fees, which suggests compensation tied to investment results rather than only assets under management. The firm's ADV indicates it is not positioned as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser or pension consultant. SEC registration year is not provided in the available data.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Derivatives 100%100%
  • Derivatives100%

Contacts

1 of 1
  • Sergei Belov

    Sergei Belov

    FounderCRD 2929563

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth