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BELL INVESTMENT ADVISORS INC
BELL INVESTMENT ADVISORS INC (CRD# 108383) is an SEC-Registered Investment Advisor (RIA), headquartered in Oakland, CA. The SEC approved the firm to operate as an RIA in Apr 1999. In Aug 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $493.8 Million, and has discretion over 87% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
BELL INVESTMENT ADVISORS INC also reported in Aug 2018:
  • 10 employees, all of whom perform advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BELL INVESTMENT ADVISORS INC has no disclosure events reported to the SEC at this time.
 

View BELL INVESTMENT ADVISORS INC's most recent Form ADV filing
 


BELL INVESTMENT ADVISORS INC has Notice Filings with the following State Securities Authorities: AZ-Jan 2014, CA-Feb 1991, LA-Jan 2016, NY-Jan 2017, OR-Jul 2008 , TX-Apr 2005, WA-Apr 2008

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.