$638.7M Total AUM
$16.4M Disc. AUM
9.0% 3Y CAGR
3 Employees
561 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-04-2007
- Office Locations
- 2
Office Locations
1790 Hughes Landing Blvd Suite 575 THE Woodlands TX
-- THE Woodlands TX
About Bellatore Financial, Inc.
Bellatore Financial is a The Woodlands, TX-based registered investment adviser providing financial and investment planning, portfolio management, and insurance/annuity guidance for retail and institutional clients. Investment implementation spans mutual funds and ETFs with an asset-allocation approach, supported by Orion/iRebal technology and Schwab custody.
Team overview
55 AVG AGE
$319.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
11.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
Jonathan Joseph Scheid
President
- CRD
- #3150147
- Ownership
- 10% but less than 25%
Available
Available
Available
W
WALTER FRANCIS BURNS III
President
- CRD
- #1410185
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,422,990 | $10,026 |
| Non-Discretionary | $622,282,230 | $6,691,207 |
| Total | $638,705,220 | $368,980 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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