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BELLATORE FINANCIAL, INC.
CRD 143543 · SEC 801-68251
1790 HUGHES LANDING BLVD, SUITE 575, THE WOODLANDS, TX, 77380, United States
Phone
832-585-0110
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$638.7M
Discretionary AUM
$16.4M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 353 | $130.7M |
| High net worth individuals | 194 | $451.7M |
| Charitable organizations | 8 | $34.7M |
| Corporations/business entities | 6 | $21.6M |
States served
CA, GA, LA, MA, NY, OH, SC, WI, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD