Belmont Securites Inc is a large advisory firm based in Dallas. It manages $630.87 million of regulatory assets for 575 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Georgia, Illinois, and 8 other states.
Belmont Securites provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Belmont Securites Inc is $630.87 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Belmont Securites Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Charles Mccomber Best has been acting as President since 1 Feb 1991. John Freeman Eulich joined the executive team most recently as the Shareholder.
The principal office where Belmont Securites Inc performs its advisory services is located at 2911 Turtle Creek Blvd., Ste 550, Dallas, TX 75219 6245, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-559-3800 or by fax 214-520-7635. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.belmontasset.com.