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 organized as a corporation and registered with the SEC since 1999. The firm serves both individual and family clients as well as institutional accounts, acting as a capital allocator and offering advisory services that include financial planning, portfolio management for individuals/small businesses and for institutions, and selection of third‑party advisers. Its fee arrangements include asset‑based fees as well as hourly and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
1 of 1
Brian Baylis
Chief Operations Officer / Chief Compliance OfficerCRD 4873599
Contacts
3 of 10
Laurent Harrison
Senior Financial AdvisorCRD 5758339
Emily Bell
OwnerCRD 5470203
Heidi Crawford
Investment Advisor & Financial PlannerCRD 5976276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 169Active vs passive
$578M in ETFs
99%
$570M
<1%
$8.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF (GBIL) | Goldman Sachs | Passive | Ultrashort Bond | $64.5M | 643,921 | 11.16% |
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
Similar firms
Wespac Advisors, LLC
RIAOrinda, CA
Mcdonald Capital Investors Inc
RIAOrinda, CA
MCM Advisers, LP
RIAOrinda, CA
Crosspoint Capital Management
RIAOrinda, CA
Paragon Asset Management Inc.
RIAOrinda, CA
Penserra Global Investors LLC
RIAOrinda, CA