B
$70.0M Total AUM
$59.0M Disc. AUM
-- 3Y CAGR
1 Employees
113 ADV. Clients
20 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2006
- Office Locations
- 1
Office Locations
-- Escondido CA
About Bell Strategic Investments, Inc.
Bell Strategic Investments, Inc. is a Escondido-based RIA. The firm has been operating for 20 years. Managing $70.0M in total assets under management, with 1 advisory representatives.
Team overview
62 AVG AGE
$70.0M AVG AUM / ADVISOR
$619.5K AVG AUM / CLIENT
20.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RICHARD JAMES BELL
Chief Compliance Officer, Chief Executive Officer, PORTFOLIO MANAGER, President
- CRD
- #1336367
- Ownership
- 75% or more
Available
Available
Available
D
DAWN ANNETTE BELL
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,000,000 | $640,000 |
| Non-Discretionary | $11,000,000 | $333,333 |
| Total | $70,000,000 | $525,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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