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THREE BELL CAPITAL LLC
THREE BELL CAPITAL LLC
DALLAS, Texas
·
3 registered advisors
·
CRD# 159736
SEC# 801-79156
3
650-843-9836
01
Firm Overview
AUM
$3.3B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: THIRD PARTY
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at THREE BELL CAPITAL LLC
3 registered advisors
Andre Huaman
DALLAS, Texas
CRD# 5959431
Eric Cameron Patterson
DALLAS, Texas
CRD# 5657960
Jonathan Hall Porter
DALLAS, Texas
CRD# 5274991
05
Office Locations
DALLAS, Texas
3 advisors
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Data sourced from SEC Form ADV filings. THREE BELL CAPITAL LLC (CRD# 159736) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.