BELLATORE FINANCIAL, INC. - Financial Advisor in Texas, The Woodlands

Tel: 832-585-0110 1790 Hughes Landing Blvd Suite 575 The Woodlands, Texas 77380

About BELLATORE FINANCIAL, INC.

BELLATORE FINANCIAL, INC. is a The Woodlands, Texas based financial advisory firm with nearly $513,325,252 in assets under management and provides investment advisory services for 1717 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

143543

Firm SEC#:

801-68251

Assets Under Management:

$513,325,252

No. of Clients:

1717

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

EW HEALTHCARE PARTNERS

158263

801-73888

$2,178,152,496

ROCKLAND CAPITAL, LP

156791

801-73791

$1,823,646,056

QUATTRO FINANCIAL ADVISORS

284852

801-108263

265

$1,304,332,863

AVION WEALTH

134242

801-99351

2039

$780,349,511

ERGUZ, LLC

168009

801-78230

$720,717,075

WATERWAY WEALTH MANAGEMENT, L.L.C.

164975

801-77571

948

$552,789,475

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

154238

801-71684

675

$502,118,628

IAS WEALTH MANAGEMENT, INC.

112486

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801-113512

2561

$463,185,350

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801-120722

$437,257,379

THE SUM

297658

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875

$409,460,174

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142654

801-100442

906

$407,235,039

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148406

801-69751

1386

$406,119,064

THREADGILL FINANCIAL, LLC

174865

801-112505

870

$376,136,246

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