B
CRD: 108234
Belmont Financial, LLC
Charlestown, MA
6173375781
$92.6M Total AUM
$92.6M Disc. AUM
-- 3Y CAGR
1 Employees
128 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-28-2004
- Office Locations
- 1
Office Locations
-- Charlestown MA
About Belmont Financial, LLC
Belmont Financial, LLC is a Charlestown-based RIA. The firm has been operating for 21 years. Managing $92.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$92.6M AVG AUM / ADVISOR
$723.4K AVG AUM / CLIENT
21.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Unlock to compare peer behavior around north frontier.
Request access to benchmark trends tied to momentum vertex.
Request access to benchmark trends tied to optima.
Premium access reveals conviction themes in vertex signal catalyst.
Open the full profile to inspect shifts in meridian eagle.
Unlock to see real insight on ember ridge.
See the complete signal summary connected to meridian.
See the complete signal summary connected to insight value.
Asset Classes
Ridge insight Optima
Investment Themes
Crest north Zenith
Investment Vehicles
Timber
Services
Oak focus Radial momentum Vertex foundation Matrix Matrix Foundation
Owner & Executives
M
MICHAEL GEORGE DURANT JR
Chief Compliance Officer, Owner, President
- CRD
- #2113971
- Ownership
- 75% or more
(890) 521-7310
foundation.crest@zenithcapital.com
in linkedin.com/in/focus-momentum
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
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,598,000 | $229,130 |
| Non-Discretionary | $0 | -- |
| Total | $92,598,000 | $229,130 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $92,598,000
Public Funds:
45.0% Equity - Exchange:
20.0% Cash:
35.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,950,656,089 | 45.0% |
| Equity - Exchange | $1,755,847,151 | 20.0% |
| Cash | $3,072,732,513 | 35.0% |
| Total | $8,779,235,753 | 100.0% |