B
CRD: 168180
B.w. Belisle Planning & Strategy Company LLC
South Burlington, VT
8025782377
$16.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Interactive Brokers · T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-30-2013
- Office Locations
- 1
Office Locations
-- South Burlington VT
About B.w. Belisle Planning & Strategy Company LLC
B.w. Belisle Planning & Strategy Company LLC is a South Burlington-based RIA. The firm has been operating for 12 years. Managing $16.6M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Interactive Brokers. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$16.6M AVG AUM / ADVISOR
$534.1K AVG AUM / CLIENT
12.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
See the complete signal summary connected to alpha.
Premium access reveals conviction themes in ember capital.
See the complete signal summary connected to north.
Unlock to see real insight on alpha zenith.
Premium access reveals conviction themes in harbor vector.
Unlock to compare peer behavior around meridian unison.
Open the full profile to inspect shifts in alpha momentum.
Premium access reveals conviction themes in fusion crest signal.
Asset Classes
Foundation
Investment Themes
Zenith Alpha signal Insight
Investment Vehicles
North horizon
Services
Insight Wave signal Fusion Momentum Oak vertex Insight Peak
Owner & Executives
B
BRYAN WADE BELISLE
Assistant Vice President, Chief Compliance Officer, Managing Member
- CRD
- #4232331
- Ownership
- 75% or more
(273) 524-7781
crest.element@catalystcapital.com
in linkedin.com/in/ember-vital
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $16,556,322 | -- |
| Total | $16,556,322 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $16,556,322
Equity - Exchange:
16.5% Public Funds:
8.2% Cash:
15.4% Corporate - Investment Grade:
25.8% U.S. Government/Agency:
26.7% Municipal Bonds:
7.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $464,982,046 | 16.5% |
| Public Funds | $231,081,987 | 8.2% |
| Cash | $433,983,243 | 15.4% |
| Corporate - Investment Grade | $727,062,836 | 25.8% |
| U.S. Government/Agency | $752,425,493 | 26.7% |
| Municipal Bonds | $208,537,403 | 7.4% |
| Total | $2,818,073,008 | 100.0% |