Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > illinois > chicago > MARK BELL ADVISORY SERVICES, INC.
MARK BELL ADVISORY SERVICES, INC.
401 N Michigan Ave
Suite 1200
Chicago, Illinois 60611
Tel: 312-840-8265
About MARK BELL ADVISORY SERVICES, INC.
MARK BELL ADVISORY SERVICES, INC, formally registered with the SEC as MARK BELL ADVISORY SERVICES, INC. The firm was established in 12/10/1990. They have over 1 offices throughout the country.
MARK BELL ADVISORY SERVICES, INC. is a Chicago, Illinois based Financial Planning firm with nearly $129,125,934 assets under management, offering retirement planning & investment advisory services to 121 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107114 |
| SEC# | 801-38031 |
| Assets Managed by Firm | $129,125,934 |
| No. of Clients | 121 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 121 | $129,125,934 |
| Individuals (other than high net worth individuals) | 3 | $1,971,930 |
| High net worth individuals | 36 | $127,154,004 |
More Retirement Planning firms in Chicago, Illinois:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
Explore More Retirement Advisors in Chicago, Illinois