BELL STRATEGIC INVESTMENTS, INC. is an SEC-registered investment adviser (CRD 139954). Regulatory assets under management: $70.0M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| BELL RICHARD JAMES | PRESIDENT / CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | — |
| BELL DAWN ANNETTE | SHAREHOLDER; SILENT OWNER; VICE PRESIDENT, SHAREHOLDER | — |
| BERNSTEIN DANIEL ADAM | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |