Overview
Assets Under Management: $421 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 120
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.51
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 797
Discretionary Accounts: 639
Non-Discretionary Accounts: 158
Regulatory Filings
CRD Number: 175419
Last Filing Date: 2025-01-30 00:00:00
Website: https://bellbrownadvisors.com