| Name | Title | Ownership | Since |
|---|---|---|---|
| Bell Family 2001 Trust | Shareholder | 25-50% | 2001 |
| Brian Ray Baylis Control | Chief Compliance Officer | Under 5% | 2009 |
| Emily Helen Bell | Owner | 5-10% | 2006 |
Bell Investment Advisors Inc reports $686.4 million in regulatory assets under management on its Form ADV.
Bell Investment Advisors Inc reports 15 employees.
Bell Investment Advisors Inc is based in Orinda, CA and has been SEC-registered since 1999.
Bell Investment Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2 Theatre Square, Suite 315, Orinda, CA 94563 |
| Phone | 510-433-1066 |
| Fax | 510-433-1067 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $625M |
| Non-discretionary | $61.4M |
| Total (RAUM) | $686.4M |