Belden And Associates is a large advisory firm based in San Francisco. It manages $106.85 million of regulatory assets for 102 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Minnesota, and New York.
Belden And Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Belden And Associates is $106.85 million. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Belden And Associates for their services and products based on a percentage of assets under management. 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.
Louis D Belden has been acting as President since 1 Apr 2003. Brian A Krawez joined the executive team most recently as the Vice President.
The principal office where Belden And Associates performs its advisory services is located at 100 Pine Street, Suite 2700, San Francisco, CA 94111, 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 415-229-9057 or by fax 415-434-8043. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.