Belray Asset Management, LLC 125 Greenwich Avenue Category: Financial Advisory Services
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Company representatives
Jeffery Tomasulo, Managing Partner
About Belray Asset Management, LLC
Belpointe Asset Management is a wealth management firm based in Greenwich, CT. The firm was started by a group of families in 2007.
Belpointe's wealth management services are provided by Belpointe Asset Management LLC and is headquartered at 125 Greenwich Avenue in Greenwich, CT.
Belpointe Asset Management LLC was formerly known as Belray Asset Management LLC. Belpointe (formerly Belray) Asset Management LLC was founded in Greenwich Connecticut in February 2007. Belpointe's entrepreneurial nature has taught us the importance of planning with the understanding that plans will change. The belief that financial plans should be updated frequently means that we must have a close relationships with our clients.
Asset Management: Whether we are managing a broadly diversified investment strategy meant to meet their retirement needs or niche strategy, our goal is to offer investment solutions that allow individuals to invest like institutions. Learn about our Asset Management services.
Insurance Solutions: Belpointe's Wealth Advisors who are licensed to sell insurance may assist you with your life, disability and health insurance needs. We sell three types of life insurance: Term Life,Whole Life and Universal Life. We offer life insurance from some of the most well known carriers such as MetLife, ING, Prudential, The Hartford.
Alternative Investments: Belpointe typically invests alongside other institutional partners in placing its own capital into real estate, private equity and hedge fund investments.
Products and Services
- Wealth Management
- Real Estate
- Legal Services
Opening Hours
Our office is frequently staffed on weekends.
- SundayCLOSED
- Monday8:30 AM to 6:00 PM
- Tuesday8:30 AM to 6:00 PM
- Wednesday8:30 AM to 6:00 PM
- Thursday8:30 AM to 6:00 PM
- Friday8:30 AM to 6:00 PM
- SaturdayCLOSED
Business categories
- Certified Financial Planners
- Financial Consultant
Location Type
Headquarters
Revenue
$1,500,000 - $1,750,000
Employees
10 to 19
Years In Business
17
Brands
- Assets held at:
- TD Ameritrade Institutional
- Fidelity Institutional
- Schwab Institutional
Additional information
Belpointe Asset Management LLC provides Belpointe's wealth management services. This company is a investment adviser registered with the Securities and Exchange Commission (SEC).