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Joseph Antonio Belli

Impactadvisor LLC

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About Joseph Antonio Belli

Joseph Belli is an Investment Advisor Representative with Impactadvisor LLC, registered in California. Joseph has been in the financial industry for over 10 years. Joseph specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Joseph also holds a Series 34 license. In addition to his role at Impactadvisor LLC, Joseph is also a Director of Finance and Operations at Pranger Law PC.

Firm Information

Joseph Belli is currently registered with Impactadvisor LLC. ImpactAdvisor LLC is an investment advisor registered with the SEC. The firm provides a range of services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals and businesses. The firm manages approximately $58.2 million in assets for a diverse clientele including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

$58.24M

Assets Under Management

9

Total Clients

4

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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valuation analysis

Valuation analysis

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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other

Advisory fee on alternative investments, e.g real estate

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Joseph Belli’s Registration & Firm History

CA

11/03/2023 - Present

Impactadvisor LLC (SF CA)

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Licenses & Designations

IA

Issued 11/17/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/24/2012

Series 34 - Retail Off-Exchange FOREX Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Antonio Belli.
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