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BELL & BROWN WEALTH ADVISORS, LLC
1305 Park Avenue
Newport Beach, California 92662
Tel: 949-396-1088
About BELL & BROWN WEALTH ADVISORS, LLC
BELL & BROWN WEALTH ADVISORS, LLC, formally registered with the SEC as BELL & BROWN WEALTH ADVISORS, LLC. The firm was established in 05/11/2015. They have over 1 offices throughout the country.
BELL & BROWN WEALTH ADVISORS, LLC is a Newport Beach, California based Financial Planning firm with nearly $420,850,391 assets under management, offering retirement planning & investment advisory services to 797 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175419 |
| SEC# | 801-96196 |
| Assets Managed by Firm | $420,850,391 |
| No. of Clients | 797 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 797 | $420,850,391 |
| Individuals (other than high net worth individuals) | 300 | $96,587,989 |
| High net worth individuals | 120 | $309,370,701 |
| Pension and profit sharing plans | 6 | $3,301,657 |
| Charitable organizations | 7 | $11,590,044 |
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