Belmont Securities, Inc. Or Belmont Asset Management (Dallas)

Name: Belmont Securities, Inc. Or Belmont Asset Management
Address: 2911 Turtle Creek Blvd., Ste 550, Dallas, TX, 75219 6245
Telephone: 214-559-3800

Belmont Securities, Inc. Or Belmont Asset Management 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 Securities, Inc. Or Belmont Asset Management 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.

Belmont Securities, Inc. Or Belmont Asset Management: assets under management

The assets under management (AUM) of Belmont Securities, Inc. Or Belmont Asset Management is $630.87 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $549.51 million in discretionary accounts and $81.36 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.09 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.16 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Belmont Securities, Inc. Or Belmont Asset Management 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.

Careers at Belmont Securities, Inc. Or Belmont Asset Management

Charles Mccomber Best has been acting as President since 1 Feb 1991. John Freeman Eulich joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Phillips Boone	Executive vice president	1 Jan 1989	Other	xxx-xx-xxxx
Harold William Lehmann	Director	1 Feb 1989	Other	xxx-xx-xxxx
Timothy Craig Wheeler	Secretary	1 Jun 1989	Other	xxx-xx-xxxx
Charles Mccomber Best	President/treasurer/director/srop/crop	1 Feb 1991	Other	xxx-xx-xxxx
William Russell Johnson	Senior vice president/cfo	1 Mar 1991	Other	xxx-xx-xxxx
Keith Watkins Kennedy	Director	1 Aug 1992	Other	xxx-xx-xxxx
Belmont Financial Group Inc	Shareholder/owner	1 Jan 1998	75% - 100%	75-2331435
Michael Dale Boswell	Director	1 Dec 2000	Other	xxx-xx-xxxx

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Freeman Eulich	Shareholder	1 Jan 2002	75% - 100%	xxx-xx-xxxx
Dwfc Inc	Shareholder	1 Jan 2002	75% - 100%	75-2201000

Based in Dallas

The principal office where Belmont Securities, Inc. Or Belmont Asset Management 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.