Bell Investment Advisors Inc
Firm details
- Headquarters
- Orinda, California
- CRD number
- 108383
- Registered since
- April 12, 1999
- Website
- www.bellinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.13%
- Individuals8.64%
- Charitable Organizations3.94%
- Pension & Profit Sharing Plans3.93%
- Corporations / Businesses0.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Bell Investment Advisors Inc is an independent registered investment adviser that has been SEC registered since 1999. The firm operates as a capital allocator for both individual and family clients as well as institutional clients. Its fee model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements, and advisory services span financial planning, portfolio management for individuals/small businesses and for businesses/institutions, plus the selection of other advisers. The firm does not position itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities8%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 178Active vs passive
$610M in ETFs
99%
$601M
<1%
$9.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF (FNDX) | Schwab | Passive | Large Value | $70.4M | 2,236,608 | 11.54% |
Location
Orinda, CA
Contra Costa
Location
Orinda, CA
Headquartered in Orinda, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 2 Theatre Sq
- Time zone
- PT (UTC-8)
- Office locations
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