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Bell and Brown Wealth Advisors
Bell & Brown Wealth Advisors is an SEC-registered investment adviser in Newport Beach, CA, registered since 2015. The firm manages $487 million in assets, $481...
Overview
Bell & Brown Wealth Advisors is an SEC-registered investment adviser in Newport Beach, CA, registered since 2015. The firm manages $487 million in assets, $481 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
Newport Beach, CA, United States
Frequently asked questions
Who runs investment decisions at Bell and Brown Wealth Advisors?
No named principals or investment decision makers are disclosed in available records.
What asset classes does Bell and Brown Wealth Advisors deploy into?
Available information does not specify asset-class allocations or named holdings.
Does Bell and Brown Wealth Advisors participate in fund commitments or direct deals?
The firm offers portfolio management and asset management services; specific structures are not detailed publicly.
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