Belmont Group

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

2000 McKinney Ave Ste 600, Dallas, Texas...

Phone Number

(214) 559-9700

Revenue

$24.6 Million

Industry

Finance Securities Trading

About Belmont Group

BeYourCFO offers market intelligence and research services, providing custom AI models and financial coaching to empower individuals to manage their own investments. Their suite of tools includes a full-market screener, single-stock scorecard, and morning market brief, designed to help clients make informed financial decisions. Targeting individuals seeking to take control of their finances, BeYourCFO emphasizes a disciplined approach to investment management. Founded by a finance executive with extensive experience, the company prioritizes transparency and integrity in its offerings.Explore more
Belmont Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Belmont Group Org Chart

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Chief Investment Officer

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Supervisor, Accounting

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Compare Similar Companies to Belmont Group

Compare insights from companies similar to Belmont Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Belmont Group

$24.6M
11-50
Private
<$5M
1988
SV
Sanjiv VargheseChief Investment Officer
$18.3M
51-200
Private
<$5M
2018
Ulf Skreppen, Chief Operating Officer & Chief Compliance Officer at North Square Investments
Ulf SkreppenChief Operating Officer & Chief Compliance Officer
$15.2M
11-50
Private
-
2000
John Sundeen, Executive Vice President & Chief Administrative Officer at Delaware Funds by Macquarie
John SundeenExecutive Vice President & Chief Administrative Officer
<$5M
11-50
Private
<$5M
1982
JZ
Joanne ZerilloPresident & CEO, Papamarkou Wellner & Co, Inc
Illustration of an envelope

Belmont Group Tech Stack

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Frequently Asked Questions Regarding Belmont Group

What is Belmont Group's official website?
Belmont Group's official website is www.belmontgroup.com
What is Belmont Group's Revenue?
Belmont Group's revenue is $24.6 Million
What is Belmont Group's SIC code?
Belmont Group's SIC: 62,628
What is Belmont Group's NAICS code?
Belmont Group's NAICS: 52,523
How many employees does Belmont Group have?
Belmont Group has 11-50 employees
What industry does Belmont Group belong to?
Belmont Group is in the industry of: Finance, Securities Trading
What is Belmont Group competition?
Belmont Group top competitors include: Delaware Funds by Macquarie, Papamarkou Wellner Asset Management, Hudson Partners Securities, North Square Investments
What companies has Belmont Group acquired?
Belmont Group has acquired the companies: Vantage
What technology does Belmont Group use?
Some of the popular technologies that Belmont Group uses are: Enom DNS Hosting, Barracuda Networks, Barracuda Email Security Gateway, DigitalOcean
How do I contact Belmont Group?
Belmont Group contact info: Phone number: (214) 559-9700 Website: www.belmontgroup.com
What does Belmont Group do?

BeYourCFO offers market intelligence and research services, providing custom AI models and financial coaching to empower individuals to manage their own investments. Their suite of tools includes a full-market screener, single-stock scorecard, and morning market brief, designed to help clients make informed financial decisions. Targeting individual... s seeking to take control of their finances, BeYourCFO emphasizes a disciplined approach to investment management. Founded by a finance executive with extensive experience, the company prioritizes transparency and integrity in its offerings.Read More

What are Belmont Group social media links?
Belmont Group Linkedin page
Is Belmont Group a public company?
Belmont Group is private company therefore does not currently have an official ticker symbol
See more information about Belmont Group

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