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MARK BELL ADVISORY SERVICES, INC.
CRD 107114 · SEC 801-38031
401 N MICHIGAN AVE, SUITE 1200, CHICAGO, IL, 60611, United States
Phone
312-840-8265
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$138.2M
Discretionary AUM
$138.2M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $136.7M |
States served
TX
Official SEC filing: View on IAPD