Bellatore Financial, Inc. is a large advisory firm based in San Jose. It manages $462.39 million of regulatory assets for 1,782 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, California, Colorado, and 19 other states.
Bellatore Financial provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bellatore Financial, Inc. is $462.39 million. The firm's AUM has gone down by -29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bellatore Financial, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Bellatore Financial is high net worth individuals with 136 clients and $305.45 million of assets under management. Among the 7 most similar advisory firms, Bellatore Financial has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $462.39 million for 709 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Bellatore Financial doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Henry John Pizzutello has served as the Chief Investment Officer since 1 May 2019. Robert Barclift Borden joined the executive team most recently as the Chief Compliance Officer.
The principal office where Bellatore Financial, Inc. performs its advisory services is located at 6203 San Ignacio Avenue, San Jose, CA 95119, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (877) 285-3696 or by fax (866) 849-1079. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at bellatore.com.