BELL INVESTMENT ADVISORS INC of ORINDA, CA is an SEC-registered investment adviser (CRD 108383). Regulatory assets under management: $787.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| James Frederick Bell | FOUNDER AND CHAIRMAN, BOARD OF DIRECTORS; TRUSTEE OF BELL FAMILY 2001 TRUST | — |
| Forrest Ryan Bell | OWNER, PRESIDENT, FINANCIAL ADVISOR, AND FINANCIAL PLANNER; OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER | — |
| Emily Helen Bell | OWNER | — |
| Brian Ray Baylis | CHIEF COMPLIANCE OFFICER | — |
| BELL JAMES FREDERICK | FOUNDER AND CHAIRMAN, BOARD OF DIRECTORS; FOUNDER AND CHIEF INVESTMENT OFFICER; PRESIDENT (+5 more) | — |
| KING MATTHEW P | PORTFOLIO MANGER, CHIEF COMPLIANCE OFFICER; PORTFOLIO MANGER, COMPLIANCE OFFICER; PORTFOLIO MANGER, INVESTMENT MANAGER (+1 more) | — |
| BELL BONNIE BONETTI | TRUSTEE OF BELL FAMILY 2001 TRUST | — |
| KING JOHANNA DEL BOSQUE | TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST | — |
| BELL FORREST RYAN | OWNER; OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER; PRESIDENT, FINANCIAL PLANNER, SENIOR INVESTMENT ADVISOR, OWNER | — |
| BELL EMILY HELEN | OWNER | — |
| BAYLIS BRIAN RAY | CHIEF COMPLIANCE OFFICER | — |