Clifton Anthony Ross

Belpointe Asset Management LLC

7 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Belpointe Asset Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

160 advisors

Number of Clients

6,529 clients

Average Client Portfolio

$921K average

Assets Under Management

$6.0B

Fee Structure

Minimum Investment:None

Location

10900 Wayzata Boulevard Suite 200, Minnetonka, MN, 55305

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History

Regulatory History (1)

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Regulatory

August 2017

Final

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Other Business ActivitiesSells Insurance

Clifton is the owner of American Heritage Group, LLC (dba Guardian Resources), where he focuses on insurance sales and services. This business occupies about three-quarters of Clifton's time.

Employment History

Current Registrations

Belpointe Asset Management LLC

May 2019 - Present · 6 yrs 9 mos

Previous Registrations

Guardian Wealth Strategies, LLC

October 2018 - May 2019 · 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.