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Building 2BELL INVESTMENT ADVISORS INC

Map pinORINDA, CA
Phone510-433-1066
NotebookSEC #801-56417
Total AUM
$787.6M
Employees
14
Clients
444

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 THEATRE SQUARE
SUITE 315
ORINDA
CA 94563
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
510-433-1066

ReceiptFinancials

Total AUM
$787.6M
Accounts
1,189
Discretionary
$717.6M
Accounts
1,116
Non-Discretionary
$69.9M
Accounts
73

ContactClients

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Individual Clients
177
AUM
$68M
HNW Individual Clients
252
AUM
$654.7M
Pension/Profit Sharing Plan Clients
6
AUM
$30.9M
Charitable Organization Clients
8
AUM
$31M
Corporation or Business Clients
1
AUM
$2.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYORTXWA

HandshakeAffiliates

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

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