CRD: 107114
Mark Bell Advisory Services, Inc.
Chicago, IL, 60611
3128408265
$138.2M Total AUM
$138.2M Disc. AUM
5.3% 3Y CAGR
1 Employees
27 ADV. Clients
35 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-10-1990
- Office Locations
- 1
Office Locations
401 N Michigan AVE Suite 1200 Chicago IL
About Mark Bell Advisory Services, Inc.
Mark Bell Advisory Services, Inc. is a Chicago-based RIA. The firm has been operating for 35 years. Managing $138.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
41 AVG AGE
$138.2M AVG AUM / ADVISOR
$5.1M AVG AUM / CLIENT
20.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
Ember Delta element Foundation
Investment Themes
Matrix Pathway insight Signal alpha Meridian legacy
Investment Vehicles
Glacier
Services
Summit horizon Ridge matrix Vertex Peak focus Ridge momentum Pathway vector Zenith radial
Owner & Executives
R
ROBERT MARK BELL
Chief Compliance Officer, Director, President
- CRD
- #1284013
- Ownership
- 75% or more
(966) 662-9077
meridian.eagle@matrixcapital.com
in linkedin.com/in/zenith-pathway
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,197,606 | $1,535,529 |
| Non-Discretionary | $0 | -- |
| Total | $138,197,606 | $1,535,529 |
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Separately Managed Accounts
Total SMA Asset: $138,197,606
Public Funds:
24.7% Cash:
36.9% Municipal Bonds:
22.4% Equity - Exchange:
16.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $378,050,293 | 24.7% |
| Cash | $564,779,587 | 36.9% |
| Municipal Bonds | $342,847,229 | 22.4% |
| Equity - Exchange | $244,890,878 | 16.0% |
| Total | $1,530,567,987 | 100.0% |