Bellatore Financial, Inc.

Bellatore Financial, Inc. is a RIA based in West Valley, CA with $436M in AUM and with 4 advisors nationwide.

Advisors (4)

Name	Start Date
Lawrence Cowen	Nov 2010
Jonathan Joseph Scheid	Mar 2012
Labao, Nicholas, Magkawas	Nov 2010
Steele, Albert, Gerald	Nov 2010

*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

$436.5M

Total Assets

Accounts

$193.1K

Estimated Average Account Balance

*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

Bella Fund Holdings, Inc. (50% to 75%)
Jonathan Joseph Scheid (10% to 25%)
Walter Francis Burns (5% to 10%)
Larry Arlen Harvey (5% to 10%)
Michael Alan Dixon (5% to 10%)
Carl Heinz Reinhardt (5% to 10%)
Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name	Title	Tenure Date
Jonathan Joseph Scheid	President, CIO, CCO, Board Member	09/01/2008
Walter Francis Burns	Shareholder	12/01/2011
Larry Arlen Harvey	Board Member	11/01/2010
Michael Alan Dixon	Shareholder	12/01/2011
Carl Heinz Reinhardt	Chairman of The Board	11/01/2010

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

Address:	560 S. Winchester Blvd. San Jose , CA 95128
Phone Number:	408-998-7700

Firm Compensation Arrangements

Types of Compensation Arrangements

Percentage of Assets
Hourly Charges

Key Information

Type:	Investment Adviser Firm
HQ:	San Jose, CA
Employees:	About 8
Total Assets:	$436.5M
Website:	Bellatore Financial, Inc.

Client Types

	Individuals
	High Net Worth Individuals
	Corporations or Other Businesses
	Charitable Organizations

*The Client Types data displayed is firm level data as reported on the SEC ADV filing as of 03/30/2012.

Professional Designations

No professional designations listed.

Membership Associations

No membership associations listed.

State Registrations

Bellatore Financial, Inc. is registered in the following states: MA, PA, CA, NY, MO, NJ, NH, KS, NC, LA, WA, FL, CO, OR, IL, GA, AL, WI, MI, TX, VA, MD, AZ, OH, KY, NM, MN, SC, IN, CT, NE and ME

Firm Services

No services listed.