Belle Eve Financial

RIAState Registered
Total AUM
$15.3M
Discretionary
$15.3M
100% of AUM
Avg account
$730K
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
327776
Fee structure
Hourly Charges, Fixed Fees
Client types
  • HNWI69.67%
  • Individuals30.33%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Belle Eve Financial is an independent, Michigan-registered limited liability company that provides advisory services to individuals and families. The firm is owned by an individual and operates on a fee-for-service model, charging hourly and fixed fees rather than commissions or AUM-based tiers. Its core advisory offerings are financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. The firm does not present itself as a capital allocator and does not flag ESG investing as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 99%, Cash & Cash Equivalents 1%99%
  • Public Funds/Mutual Funds99%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth