Belmont Capital Advisors

  • Financial Services
  • Belmont NC
  • 19 employees
  • Financial Services
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Company Overview

Headquarters
123 N Main St, Belmont NC
Website
belmont-capital.com
Phone
(704) 825-****
Employees
19
Founded in
2009
Industry
Financial Services
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5239 - Other Financial Investment Activities
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
628 - Services Allied With The Exchange of Securities Or Commodities
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Financials & Stats

Revenue

$2B

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Who is Belmont Capital Advisors

Belmont Capital Advisors is an independent financial services firm based in Belmont, North Carolina. With 19 employees, the company has generated $2 million in revenue. Belmont Capital Advisors provides financial solutions designed for individual investors. Their services encompass wealth management and retirement planning, helping clients plan for their financial future. The firm prides itself on its personalized approach to working with individual investors. They believe in building strong relationships and tailoring solutions to meet the unique needs of each client. For inquiries or to learn more about their services, you can visit their website at belmont-capital.com.

Belmont Capital Advisors Industry Tags

Financial Advisors
Retirement Planning
Social Security
Required Minimum Distribution
Wealth Management
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Belmont Capital Advisors Tech Stack

JavaScript
HTML
PHP
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FAQ

What is the location of Belmont Capital Advisors's headquarters?
The headquarters of Belmont Capital Advisors are situated at 123 N Main St, Belmont NC
What is Belmont Capital Advisors's phone number?
Belmont Capital Advisors's contact number is (704) 825-****.
What is Belmont Capital Advisors's official website?
The official website of Belmont Capital Advisors can be found at belmont-capital.com.
What is Belmont Capital Advisors's current revenue?
As of September 2023, Belmont Capital Advisors's annual revenue reached $2B.
How many employees does Belmont Capital Advisors currently have?
Belmont Capital Advisors employs approximately 19+ people as of September 2023
Which industries is Belmont Capital Advisors primarily operating in?
Belmont Capital Advisors operates in the following industries: Finance, Credit
What are Belmont Capital Advisors's industry tags?
Belmont Capital Advisors's industry tags include: Financial Advisors, Retirement Planning, Social Security
When was Belmont Capital Advisors founded?
Belmont Capital Advisors was founded in 2009.

Employee Directory

Key Employees

JoePat Roop

President

Phone Email

Lauren Ivester

Financial Advisor

Phone Email

Carla Helms

Director of Operations

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