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Belleair Asset Management, LLC

● SEC registered since 2017CRD 290882SEC# 801-112148Belleair Bluffs, FL
Export (members)
Reg. AUM
$205.4M
Employees
3
Accounts
346
Location
Belleair Bluffs, FL

Belleair Asset Management, LLC assets under management

Belleair Asset Management, LLC operates as an SEC-registered investment adviser based in Belleair Bluffs, FL. The firm has been registered since 2017. It reports $205.4 million in regulatory assets under management and employs 3 people.

Belleair Asset Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
James Milton Clark ControlMember / Chief Compliance OfficerOver 75%2017
Tina E Clark ControlVice President Operations25-50%2017

Frequently asked questions

How much does Belleair Asset Management, LLC manage?

Belleair Asset Management, LLC reports $205.4 million in regulatory assets under management on its Form ADV.

How many employees does Belleair Asset Management, LLC have?

Belleair Asset Management, LLC reports 3 employees.

Where is Belleair Asset Management, LLC located?

Belleair Asset Management, LLC is based in Belleair Bluffs, FL and has been SEC-registered since 2017.

Does Belleair Asset Management, LLC disclose fund performance?

Belleair Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address259 Indian Rocks Road North, Belleair Bluffs, FL 33770
Phone727-586-3541
Fax727-559-8889
Office hours9:00-5:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$186.3M
Non-discretionary$19M
Total (RAUM)$205.4M