Belsen Getty LLC is a large advisory firm based in Bountiful. It manages $47.66 million of regulatory assets for 557 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Hampshire, Texas, and Utah.
Belsen Getty provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Belsen Getty LLC is $47.66 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Belsen Getty LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
The principal office where Belsen Getty LLC performs its advisory services is located at 563 West 500 South, Bountiful, UT 84010 8172, which is also the mailing address of the firm. An additional office of the firm is in Layton, UT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 801-433-2000 or by fax 801-433-2222. The normal business hours are 8:30am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at belsengetty.com.