Investment adviser · CRD 108234

BELMONT FINANCIAL, LLC

Investment adviser filing (IA)

BELMONT, MA, United States · Form ADV filed Apr 27, 2012

Regulatory AUM
$52.7M
Form ADV · Item 5.F
Client accounts
230
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 27, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

30 CHURCH ST SUITE 320
BELMONT, MA, 02478, United States

CRD 108234

Filing source

Form ADV 643641 · Apr 27, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.