Christopher R Kolb

Belpointe Asset Management LLC

2 Years of Experience

3 Disclosures

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

Sandwich, MA

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

August 2017

Final

Financial

August 2017

Final

Financial

August 2017

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Christopher works as a solicitor/promoter for Belpointe Asset Management, LLC, a retail RIA. This activity is investment-related.

Employment History

Current Registrations

Belpointe Asset Management LLC

March 2024 - Present · 1 yr 11 mos

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated

March 2021 - March 2022 · 1 yr

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

December 2020 - March 2022 · 1 yr 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.