BELVILLE FINANCIAL ADVISORS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
MONTEREY, California
CRD number
136290
Fee structure
Other
Services
Financial Planning

Firm profile

FINTRX

Overview

Belville Financial Advisors is a small independent registered investment adviser organized as a sole proprietorship and owned by an individual. The firm’s core offering is financial planning services, and it also operates as a registered representative of a broker‑dealer. Its fee model is listed as "Other" rather than a standard AUM, hourly, or fixed retainer format. The firm is not identified as a capital allocator, is not active on ESG mandates, and is not registered as a multi‑state adviser or a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • DOROTHY BELVILLE

    Independent Advisor RepresentativeCRD 718668

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

MONTEREY, CA

MONTEREY

Location

MONTEREY, CA

Headquartered in MONTEREY, CA, in the West of the United States.

Region
West
County
MONTEREY
Address
30 Ryan Ct
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth