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BELL INVESTMENT ADVISORS INC
BELL INVESTMENT ADVISORS INC
OAKLAND, California
·
7 registered advisors
·
CRD# 108383
SEC# 801-56417
0
510-433-1066
01
Firm Overview
AUM
$645M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BELL INVESTMENT ADVISORS INC
7 registered advisors
Bonnie Bonetti Bell
OAKLAND, California
CRD# 5470202
Brian Ray Baylis
OAKLAND, California
CRD# 4873599
Emily Helen Bell
OAKLAND, California
CRD# 5470203
Forrest Ryan Bell
OAKLAND, California
CRD# 5096390
James Frederick Bell
OAKLAND, California
CRD# 1294700
Johanna Del Bosque King
OAKLAND, California
CRD# 5470206
Matthew P King
OAKLAND, California
CRD# 4518281
05
Office Locations
OAKLAND, California
7 advisors
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Data sourced from SEC Form ADV filings. BELL INVESTMENT ADVISORS INC (CRD# 108383) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.