Belmont Securities Inc. is a large advisory firm based in Dallas. It manages $418.16 million of regulatory assets for 472 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arkansas, California, Florida, and 19 other states.
Belmont Securities 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.
The assets under management (AUM) of Belmont Securities Inc. is $418.16 million. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Belmont Securities Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Harold William Lehmann has been acting as President since 1 Feb 1989. Belmont Trust Company joined the executive team most recently as the Direct Owner.
The principal office where Belmont Securities Inc. 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 214-559-9978 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.