Money Manager Review 
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Bell Investment Advisors, Inc.

1111 Broadway
Oakland, California 94618
United States
Contact :      Ms. Mary Witwer
Phone :       510-433-1066
Fax :             510-433-1067
Email :
Web : 

Bell Investment Advisors, Inc. Information

Type of organization :
Total Assets Managed ($Mil) : $200
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1991
Wrap Programs Offered? : No
# of Accounts Managed : 300
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Bell Investment Advisors, Inc. History

In the early 1990s, Jim Bell saw that PERFORMANCE was missing from the conversations of far too many investment managers and financial planners. Determined to bring strong relative performance back to the forefront, Jim formed Bell Investment Advisors: an investment management and financial planning firm committed to delivering results well beyond market standards.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Bell Investment Advisors, Inc. Personnel

Ms.  Mary Witwer

Marketing Director
Tel : 510-433-1066

Mr.  James Bell, CFP

Tel : 510-433-1066

Bell Investment Advisors, Inc. Product Name

Report Created: September,22 2020.  Copyright Money Manager Review , All rights Reserved.

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