MARK BELL ADVISORY SERVICES, INC.

MARK BELL ADVISORY SERVICES, INC. of CHICAGO, IL is an SEC-registered investment adviser (CRD 107114). Regulatory assets under management: $138.2M.

Registration

• CRD: 107114
• SEC file number: 801-38031
• Type: Registered investment adviser
• Location: 401 N MICHIGAN AVE, SUITE 1200, CHICAGO, IL, 60611
• Phone: 312-840-8265
• Latest filing: 2026-03-25
• Regulatory AUM: $138.2M
• Discretionary AUM: $138.2M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 107114 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search