BELLEAIR ASSET MANAGEMENT, INC.
BELLEAIR BLUFFS, FLORIDA

Belleair Asset Management, Inc. is a fee-only Registered Investment Advisor firm, established on September 27, 2005, in Belleair Bluffs, Pinellas County, Florida. As part of the Florida corporate registry under the company file number P05000132035 and identified as DOMP (Domestic Profit Corporation), the organization has consistently aimed at advancing its clients' highest financial interests with a family-run approach that emphasizes personal attention and client care. Situated at 259 Indian Rocks Road North, Belleair Bluffs, FL 33770, Belleair Asset Management offers investment management services and strategic wealth planning tailored to individual preferences. Whether managing personal wealth or company retirement plans, the firm prides itself on providing sensible investment advice backed by meticulous client service and experienced insight. The primary commitment of Belleair Asset Management is to serve as a trusted advisor for their clients, facilitating effective investment strategies aligned with clients' financial goals. The firm’s dedication to personalized care was demonstrated in its most recent annual report filed on March 14, 2024, ensuring transparency and adherence to financial regulations. The leadership of the company includes James M Clark, holding the position of President of the Board (PTD), and Tina E Clark as Vice-President Secretary Director (VSD). For further information regarding their services, clients can contact them at (727) 586-3541 or visit their website at belleairassetmanagement.com. The firm's operations are managed under Federal tax identification number 203559791.