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
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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
12.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Foundation
Investment Themes
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Investment Vehicles
North horizon
Services
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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
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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 | -- |
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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% |