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Bonnie Bonetti Bell

BELL INVESTMENT ADVISORS INC·OAKLAND, California
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1111 BROADWAY, OAKLAND, CA 94607-4007CRD# 5470202Firm CRD# 108383
01

About

Bonnie Bonetti Bell is a registered financial advisor based in OAKLAND, California, affiliated with BELL INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BELL INVESTMENT ADVISORS INC
BELL INVESTMENT ADVISORS INC
AUM
$645M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at BELL INVESTMENT ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5470202
Firm CRD# 108383
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bonnie Bonetti Bell offer?
Bonnie Bonetti Bell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAKLAND, California for a consultation.
What are Bonnie Bonetti Bell's credentials?
Bonnie Bonetti Bell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bonnie Bonetti Bell located?
Bonnie Bonetti Bell is based in OAKLAND, California, working with BELL INVESTMENT ADVISORS INC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does Bonnie Bonetti Bell charge for services?
Bonnie Bonetti Bell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BELL INVESTMENT ADVISORS INC?
BELL INVESTMENT ADVISORS INC has approximately 11 employees and manages $645M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BELL INVESTMENT ADVISORS INC

Brian Ray Baylis
OAKLAND, CA
Forrest Ryan Bell
OAKLAND, CA
Matthew P King
OAKLAND, CA
Emily Helen Bell
OAKLAND, CA
James Frederick Bell
OAKLAND, CA
Johanna Del Bosque King
OAKLAND, CA

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Research
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