Belov Consulting LLC
RIASEC Registered
Total AUM
$285K
Discretionary
$285K
100% of AUM
Avg account
$35.6K
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334385
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Performance Based Fees
- Client types
- Individuals95.42%
- HNWI4.58%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Belov Consulting LLC is a small, LLC-structured advisory firm that focuses on portfolio management for individuals and small businesses. The firm operates under a performance-based fee model and does not identify itself as a multi-state adviser or an active ESG investor. Its classification is listed as unclassified and it does not report functioning as a capital allocator, pension consultant, or related adviser to another registered entity.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Derivatives100%
Contacts
1 of 1
Sergei Belov
FounderCRD 2929563
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Houndstooth Investment Management
RIAAUM $287KTEAM 1REPS 1
Hudson House Capital Incorporated
RIALondon
AUM $280KTEAM 2REPS 2
Retirement Planners
RIAEl Segundo, CA
AUM $290KTEAM 1REPS 1
Kingsmore Wealth Management, LLC
RIAAUM $293KTEAM 1REPS 1
Kerns Legacy Planning
RIAPhoenix, AZ
AUM $277KTEAM 1REPS 1
Financial Empowerment
RIAAUM $293KTEAM 1REPS 1