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| Bellatore Financial Inc
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|
|---|---|
| CRD # | 143543 |
| SEC # | 801-68251 |
| CIK # | 0001455933 |
| AUM | $565.5 M (2025-03-12) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 832-585-0110 |
| Address | 1790 Hughes Landing Blvd The Woodlands, TX 77380 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 374 | 115.6 |
| (b) Individuals (high net worth individuals) | 195 | 399.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 31.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 18.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,739 | 565.5 |
| By Discretionary | ||
| Discretionary | 125 | 20.0 |
| Non-Discretionary | 1,614 | 545.5 |
| Total | 1,739 | 565.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 565.5 | |
| Total | 1,739 | 565.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TRU Independence Asset Management LLC
✚
|
OR | 0.6 |
|
The Jentner Corporation
✚
|
OH | 0.6 |
|
Hapanowicz & Associates Financial Services Inc
✚
|
PA | 0.6 |
|
The Retirement Solution LLC
✚
|
WA | 0.6 |
|
Rockport Wealth LLC
✚
|
OH | 0.6 |
|
van Den Berg Management I Inc
✚
|
TX | 0.6 |
|
360 Financial Inc
✚
|
MN | 0.6 |
|
Garden State Investment Advisory Services LLC
✚
|
NJ | 0.6 |
|
Dale K Ehrhart Inc
✚
|
FL | 0.6 |
|
Colorado Capital Management Inc
✚
|
CO | 0.6 |