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Bellatore Financial, Inc.

● SEC registered since 2007CRD 143543SEC# 801-68251The Woodlands, TX
Export (members)
Reg. AUM
$565.5M
Employees
4
Accounts
1,739
Location
The Woodlands, TX

Bellatore Financial, Inc. assets under management

Bellatore Financial, Inc. is a registered investment adviser overseen by the SEC based in The Woodlands, TX. The firm has been registered since 2007. It reports $565.5 million in regulatory assets under management and employs 4 people.

Bellatore Financial, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Bellatore Holdings, Inc. ControlShareholder50-75%2010
Charles Edward Deases ControlBoard MemberUnder 5%2014
Henry John Pizzutello ControlChief Investment Officer, Chief Compliance OfficerUnder 5%2020
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Frequently asked questions

How much does Bellatore Financial, Inc. manage?

Bellatore Financial, Inc. reports $565.5 million in regulatory assets under management on its Form ADV.

How many employees does Bellatore Financial, Inc. have?

Bellatore Financial, Inc. reports 4 employees.

Where is Bellatore Financial, Inc. located?

Bellatore Financial, Inc. is based in The Woodlands, TX and has been SEC-registered since 2007.

Does Bellatore Financial, Inc. disclose fund performance?

Bellatore Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1790 Hughes Landing Blvd, Suite 575, The Woodlands, TX 77380
Phone832-585-0110
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
CIK1455933
Discloses disciplinary historyNo

Assets under management

Discretionary$20M
Non-discretionary$545.5M
Total (RAUM)$565.5M