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BELLEAIR ASSET MANAGEMENT, LLC
CRD 290882 · SEC 801-112148
259 INDIAN ROCKS ROAD NORTH, BELLEAIR BLUFFS, FL, 33770, United States
Phone
727-586-3541
Fax
727-559-8889
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$234.3M
Discretionary AUM
$224.6M
Team
4 total employees; 2 advisory reps; 8 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $26.8M |
| High net worth individuals | 45 | $207.4M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD