Belpointe Asset Mgmt

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

200

Total plan assets

$5.9M

Filings (rows)

Direct comp

Indirect comp

$34K

Showing only "BELPOINTE ASSET MGMT"

View all 2 variants aggregated →

BELPOINTE ASSET MANAGEMENT19 BELPOINTE ASSET MGMT2

SERVICES PROVIDED

Investment manager2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Independent Living, Inc. Independent Living, Inc. Retirement Plan & Trust · all filings	NEWBURGH, NY	Investment manager	100	$3.2M	$0	$17K
Independent Living, Inc. Independent Living, Inc. Retirement Plan & Trust · all filings	NEWBURGH, NY	Investment manager	100	$2.8M	$0	$16K