|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Belleair Asset Management LLC
✚
|
|
|---|---|
| CRD # | 290882 |
| SEC # | 801-112148 |
| CIK # | |
| AUM | $205.4 M (2025-03-19) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 727-586-3541 |
| Address | 259 Indian Rocks Road North Belleair Bluffs, FL 33770 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 31.8 |
| (b) Individuals (high net worth individuals) | 38 | 173.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 346 | 205.4 |
| By Discretionary | ||
| Discretionary | 322 | 186.3 |
| Non-Discretionary | 24 | 19.0 |
| Total | 346 | 205.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 205.4 | |
| Total | 346 | 205.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Avid Wealth Partners LLC
✚
|
TX | 0.2 |
|
Bingham Private Wealth LLC
✚
|
CA | 0.2 |
|
Cassia Capital Partners LLC
✚
|
NC | 0.2 |
|
Elevation Advisory Partners LLC
✚
|
FL | 0.2 |
|
Rachor Investment Advisory Services LLC
✚
|
MI | 0.2 |
|
McAlister Sweet & Associates Inc
✚
|
TX | 0.2 |
|
Aljen Asset Management LLC
✚
|
NJ | 0.2 |
|
Radix Financial LLC
✚
|
0.2 | |
|
Family Fiduciary Services Inc
✚
|
MA | 0.2 |
|
Capital Financial Group Inc
✚
|
CO | 0.2 |