Bellatore Financial, Inc.

Overview

Bellatore Financial, Inc. is an independent, SEC-registered registered investment adviser operating as a corporation since 2007. The firm functions as a capital allocator for both individual/family and institutional clients, offering fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Its advisory services cover discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, and the publication of periodic newsletters or commentary. Bellatore is not positioned as an ESG‑focused manager, does not present itself as a multi‑state adviser, and does not list pension consulting or related‑adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives