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THREE BELL CAPITAL LLC
Tel: 650-843-9836
1925 Cedar Springs Road Suite 102
Dallas, Texas 75201
THREE BELL CAPITAL LLC
THREE BELL CAPITAL LLC is a Dallas, Texas based financial advisory firm with nearly $3,296,708,457 in assets under management and provides investment advisory services for 526 clients. There are currently 20 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops , Other (ESTATE PLANNING, TAX PLANNING, INSURANCE PLANNING, LENDING)
Fee Structure:
A percentage of AUM, Fixed fees, Performance Based, Other (THIRD PART
Firm CRD#:
159736
SEC#:
801-79156
No. of Clients:
526
Assets under Management
$3,296,708,457
No. of Advisors:
20
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