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Building 2MARK BELL ADVISORY SERVICES, INC.

Map pinCHICAGO, IL
Phone312-840-8265
NotebookSEC #801-38031
Total AUM
$138.2M
Employees
1
Clients
28

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 N MICHIGAN AVE
SUITE 1200
CHICAGO
IL 60611
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
312-840-8265

ReceiptFinancials

Total AUM
$138.2M
Accounts
90
Discretionary
$138.2M
Accounts
90
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1.5M
HNW Individual Clients
27
AUM
$136.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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