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
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- 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
21.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
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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
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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 |
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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% |