BELVILLE FINANCIAL ADVISORS
Firm details
- Headquarters
- MONTEREY, California
- CRD number
- 136290
- Website
- www.belville.com
- Fee structure
- Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1DOROTHY BELVILLE
Independent Advisor RepresentativeCRD 718668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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