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James A Ciurlik

Belpointe Asset Management LLC

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About James A Ciurlik

James A. Ciurlik is an Investment Advisor Representative associated with Belpointe Asset Management LLC. James has been active in the financial industry since 2007. James is registered with the state of Wisconsin and is currently pending approval for investment advisor registration. Prior to joining Belpointe Asset Management LLC, James was associated with Financial West Group and Kumer Investment Corp. DBA Security First Financial Services. James specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, charitable organizations and pension and profit-sharing plans.

Firm Information

James Ciurlik is currently registered with Belpointe Asset Management LLC. Belpointe Asset Management LLC is an investment advisor based in Reno, NV. The firm manages $4.30 billion in assets for a range of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Belpointe Asset Management offers a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. The firm participates in a wrap fee program.
Belpointe Asset Management LLC

500 DAMONTE RANCH PARKWAY

RENO, NV 89521

$4.30B

Assets Under Management

109

Total Clients

129

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Ciurlik’s Registration & Firm History

NV

01/06/2024 - Present

Belpointe Asset Management LLC (RENO NV)

NV

09/07/2007 - 12/03/2010

FINANCIAL WEST GROUP (RENO NV)

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Licenses & Designations

IA

Issued 07/14/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/14/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James A Ciurlik.
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