B
$95.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
157 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-11-2013
- Office Locations
- 1
Office Locations
-- Kailua HI
About Belloadvisers, LLC
Belloadvisers, LLC is a Kailua, Hawaii-based fee-only RIA providing investment counsel and financial planning. Led by CFP professionals David and Samuel Bello, the firm delivers investment management/advice plus retirement, estate, and elder care/long-term care planning, with no product sales or commissions. Portfolios are ETF-centric, and custody includes Charles Schwab.
Team overview
-- AVG AGE
$47.5M AVG AUM / ADVISOR
$605.1K AVG AUM / CLIENT
13 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
Available
Available
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SAMUEL JAMES BELLO
Certified Financial Planner TM, Managing Member
- CRD
- #4950064
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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D
DAVID FRANCIS BELLO
Certified Financial Planner TM
- CRD
- #17659
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $95,000,000 | -- |
| Total | $95,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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