Belden And Associates (San Francisco)

Belden And Associates is a large advisory firm based in San Francisco. It manages $106.85 million of regulatory assets for 102 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Minnesota, and New York.

Belden And Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Belden And Associates: assets under management

The assets under management (AUM) of Belden And Associates is $106.85 million. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $87.84 million in discretionary accounts and $19.01 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $975.99 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.58 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Belden And Associates for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Belden And Associates

Louis D Belden has been acting as President since 1 Apr 2003. Brian A Krawez joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Louis D Belden	President	1 Apr 2003	75% - 100%	3215891
Louis Dekeyser Belden	President & chief compliance officer	1 Apr 2003	75% - 100%	3215891
Michael Frank Schaible	Vice president	1 Jun 2004	Other	852930
Brian A Krawez	Vice president	1 Feb 2005	Other	2426387

Based in San Francisco

The principal office where Belden And Associates performs its advisory services is located at 100 Pine Street, Suite 2700, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.