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BELL INVESTMENT ADVISORS INC
CRD 108383 · SEC 801-56417
2 THEATRE SQUARE, SUITE 315, ORINDA, CA, 94563, United States
Phone
510-433-1066
Fax
510-433-1067
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$787.6M
Discretionary AUM
$717.6M
Team
14 total employees; 6 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 177 | $68.0M |
| High net worth individuals | 252 | $654.7M |
| Pension/profit sharing plans | 6 | $30.9M |
| Charitable organizations | 8 | $31.0M |
States served
CA, NY, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD