B
CRD: 154791
Beltramo Financial Services, Inc.
Irvine, CA, 92606
9497523117
$50.1M Total AUM
$50.1M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-27-2010
- Office Locations
- 1
Office Locations
20 Corporate Park Suite #160 Irvine CA
About Beltramo Financial Services, Inc.
Beltramo Financial Services, Inc. is a Irvine-based RIA. The firm has been operating for 15 years. Managing $50.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$50.1M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
15.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Signal Vector signal Element beacon
Investment Themes
Legacy North
Investment Vehicles
Unison
Services
Value Focus pioneer Glacier bridge Signal quantum Optima Optima frontier
Owner & Executives
L
LARRY FRANK BELTRAMO
Chief Compliance Officer, Owner, President
- CRD
- #712624
- Ownership
- 75% or more
(718) 379-6370
atlas.horizon@radialcapital.com
in linkedin.com/in/capital-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,133,190 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,133,190 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,133,190
Public Funds:
26.0% Cash:
40.3% Equity - Exchange:
33.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,068,086,822 | 26.0% |
| Cash | $3,205,534,574 | 40.3% |
| Equity - Exchange | $2,680,558,689 | 33.7% |
| Total | $7,954,180,085 | 100.0% |