Bellmark Partners, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
155357
Registered since
May 6, 2011

Firm profile

FINTRX

Overview

Bellmark Partners, LLC is organized as a limited liability company and has been SEC-registered since 2011. The firm is classified in the snapshot data as an investment bank and is owned by an individual. The profile indicates the firm does not position itself as a capital allocator and is not identified as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. Public disclosures in the source are sparse: the firm did not provide detail about its specific business or advisory activities, and there is no description of client segments or fee arrangements in the available snapshot.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Donna Conry

    Donna Conry

    Chief Financial OfficerCRD 5768367

Contacts

3 of 13
  • Jason Anderson

    Jason Anderson

    DirectorCRD 5107797

  • Michael Kent

    Michael Kent

    Managing DirectorCRD 4679719

  • John Vollmer

    John Vollmer

    AssociateCRD 8104523

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
75 Central St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth