BELL INVESTMENT ADVISORS INC

1111 Broadway
Suite 1630
Oakland, California 94607-4007
Tel: 510-433-1066

About BELL INVESTMENT ADVISORS INC

BELL INVESTMENT ADVISORS INC, formally registered with the SEC as BELL INVESTMENT ADVISORS INC. The firm was established in 04/12/1999. They have over 1 offices throughout the country.

BELL INVESTMENT ADVISORS INC is a Oakland, California based Financial Planning firm with nearly $644,537,129 assets under management, offering retirement planning & investment advisory services to 1156 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108383
SEC#	801-56417
Assets Managed by Firm	$644,537,129
No. of Clients	1156
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CAREER COUNSELING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1156	$644,537,129
Individuals (other than high net worth individuals)	80	$9,191,127
High net worth individuals	358	$582,219,928
Pension and profit sharing plans	5	$21,360,887
Charitable organizations	6	$29,159,214
Corporations or other businesses	1	$2,605,973

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