BELVEDERE ADVISORS LLC

HTTPS://WWW.BELADV.COM SAN FRANCISCO, CA Investment Advisor How do I update this listing?

Belvedere Advisors is based out of San Francisco. Belvedere Advisors is a large advisory firm with 45 clients and discretionary assets under management (AUM) of $130,000,000 (Form ADV from 2019-03-25). Their last reported 13F filing for Q1 2019 included $7,754,000 in managed 13F securities and a top 10 holdings concentration of 64.1%. Belvedere Advisors's largest holding is iShares iBoxx Investment Grade Corporate Bond Fund with shares held of 8,516. Whalewisdom has at least 1 13F filings

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03/31/2019

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03/31/2019

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Interactive Financial Advisors

View Last Form Adv Compilation Report on Record

BELVEDERE ADVISORS LLC
2 EMBARCADERO CENTER 8TH FLOOR
SAN FRANCISCO CA    94111
Country: United States

Business Phone: 415-839 5239
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Subscription fees,Fixed fees,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 45
Amount of client funds and securities by related persons: 2,000,000
Total Number of clients from related persons: 4
Disclosures:
Data above was derived from SEC filings.

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