Belmont Capital

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
153792
Registered since
May 20, 2011

Firm profile

FINTRX

Overview

Belmont Capital is organized as a limited liability company and is listed in FINTRX as being individually owned. The platform classifies the firm as "Unclassified" and provides only limited operational detail. Available flags indicate the firm is not identified as a capital allocator, related adviser, pension consultant, multi-state adviser, or a newly formed adviser; it is also not marked as an active ESG investor. FINTRX does not supply descriptions of Belmont Capital’s advisory activities, client segmentation, fee structure, or investment approach. That lack of descriptive detail makes it difficult to characterize the firm’s strategy, client niche, or service model from the data provided.

Assets & Accounts

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

Contacts

3 of 4
  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Thomas George

    FinOpCRD 5378303

  • Jeremy O'friel

    Managing DirectorCRD 5788986

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
535 Fifth Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth