BELL FINANCIAL PLANNING

BELL FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 309065). Regulatory assets under management: $447K.

Registration

• CRD: 309065
• Type: Registered investment adviser
• Phone: 734-369-1457
• Latest filing: 2023-01-26
• Regulatory AUM: $447K
• Discretionary AUM: $447K
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309065 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search