BELMONT FINANCIAL, LLC
CRD #108234 SEC #801-60162 BELMONT, MA 617-489-0040
SEC Registered
Total AUM
$52.7M
Discretionary
$52.7M
Employees
1
Clients
1
Accounts
230
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $52.7M | $52.7M | $0 | 1 | 104 |
| Apr 2012 | $52.7M | $52.7M | $0 | 1 | 104 |
| Mar 2012 | $52.7M | $52.7M | $0 | 1 | 104 |
| Mar 2010 | $56.9M | $54M | $2.9M | 5 | -- |
| Mar 2009 | $47.6M | $45M | $2.6M | 5 | -- |
| Mar 2008 | $69.5M | $69.5M | $0 | 5 | -- |
| Mar 2007 | $55M | $55M | $0 | 5 | -- |
| Mar 2006 | $44.5M | $42M | $2.5M | 5 | -- |
| Sep 2005 | $41.5M | $39M | $2.5M | 5 | -- |
| Aug 2004 | $35.5M | $33M | $2.5M | 5 | -- |
| Apr 2004 | $35.5M | $33M | $2.5M | 5 | -- |
| Apr 2004 | $35.5M | $33M | $2.5M | 5 | -- |
| Mar 2004 | $35.5M | $33M | $2.5M | 5 | -- |
| May 2002 | $25.5M | $25M | $500K | 5 | -- |
DateApr 2012
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees1
Clients104
DateApr 2012
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees1
Clients104
DateMar 2012
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees1
Clients104
DateMar 2010
Total AUM$56.9M
Discretionary$54M
Non-Disc.$2.9M
Employees5
Clients--
DateMar 2009
Total AUM$47.6M
Discretionary$45M
Non-Disc.$2.6M
Employees5
Clients--
DateMar 2008
Total AUM$69.5M
Discretionary$69.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$44.5M
Discretionary$42M
Non-Disc.$2.5M
Employees5
Clients--
DateSep 2005
Total AUM$41.5M
Discretionary$39M
Non-Disc.$2.5M
Employees5
Clients--
DateAug 2004
Total AUM$35.5M
Discretionary$33M
Non-Disc.$2.5M
Employees5
Clients--
DateApr 2004
Total AUM$35.5M
Discretionary$33M
Non-Disc.$2.5M
Employees5
Clients--
DateApr 2004
Total AUM$35.5M
Discretionary$33M
Non-Disc.$2.5M
Employees5
Clients--
DateMar 2004
Total AUM$35.5M
Discretionary$33M
Non-Disc.$2.5M
Employees5
Clients--
DateMay 2002
Total AUM$25.5M
Discretionary$25M
Non-Disc.$500K
Employees5
Clients--