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Building 2BELL PARTNERS

Map pinGREENSBORO, NC
Phone336-232-1900
NotebookSEC #801-129580
Total AUM
$6.1B
Employees
69
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 N. GREENE STREET
STE. 1000
GREENSBORO
NC 27401
United States
Operating Hours
8:30AM TO 6:00PM
Monday - Friday
Phone
336-232-1900
Other Offices
8

ReceiptFinancials

Total AUM
$6.1B
Accounts
30
Discretionary
$4.1B
Accounts
21
Non-Discretionary
$2B
Accounts
9

ContactClients

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Pooled Vehicle Clients
30
AUM
$6.1B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SEE SCHEDULE D - MISCELLANEOUS

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOGANCTXVA

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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