Belding Financial Resources Inc (Houston)

Name: Belding Financial Resources Inc
Address: 2121 Sage Rd., Suite 380, Houston, TX, 77056
Telephone: 713-622-1500

Belding Financial Resources Inc is a large advisory firm based in Houston. It manages $142.92 million of regulatory assets for 149 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Belding Financial Resources provides portfolio management for individuals and small businesses, pension consulting services, and services related to item g.6 are restricted to providing discretionary investment management to pension and profit sharing plans. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Belding Financial Resources: assets under management

The assets under management (AUM) of Belding Financial Resources Inc is $142.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $142.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $959.2 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Belding Financial Resources Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Belding Financial Resources Inc

David Belding has been acting as President since 1 Jan 1997. Jordan Davis Mathews joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Belding	President	1 Jan 1997	75% - 100%	2441773
David Hamilton Belding	President/cco	1 Jan 1997	75% - 100%	2441773
David Henry Land	Chief compliance officer	1 Jan 2008	Other	4848235
Jordan Davis Mathews	Chief compliance officer	1 Mar 2012	Other	5650543

Based in Houston

The principal office where Belding Financial Resources Inc performs its advisory services is located at 2121 Sage Rd., Suite 380, Houston, TX 77056, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-622-1500 or by fax 713-622-7894. The normal business hours are 8:30 a.m.- 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.bfrinvest.com.