CRD: 287562
Belden Financial, LLC
Canton, OH, 44702
3309154005
$22.0M Total AUM
$22.0M Disc. AUM
-- 3Y CAGR
0 Employees
39 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-10-2017
- Office Locations
- 1
Office Locations
400 Market AVE North Suite # 402 Canton OH
About Belden Financial, LLC
Belden Financial, LLC is a Canton-based RIA. The firm has been operating for 9 years. Managing $22.0M in total assets under management, They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
41 AVG AGE
-- AVG AUM / ADVISOR
$564.1K AVG AUM / CLIENT
9.2 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Peak
Investment Themes
Ridge
Investment Vehicles
Prime
Services
Optima delta Timber Frontier pioneer
Owner & Executives
D
DANIEL CHRISTOPHER BELDEN
Chief Compliance Officer, Managing Member
- CRD
- #5244469
- Ownership
- 75% or more
(746) 985-7624
optima.ridge@summitcapital.com
in linkedin.com/in/capital-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,000,000
Equity - Exchange:
56.7% Cash:
43.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,377,217,121 | 56.7% |
| Cash | $2,579,074,098 | 43.3% |
| Total | $5,956,291,219 | 100.0% |