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| Keyboard |
| Mark Bell Advisory Services Inc
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|
|---|---|
| CRD # | 107114 |
| SEC # | 801-38031 |
| CIK # | |
| AUM | 138.2 M (2026-03-25) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 312-840-8265 |
| Address | 401 N Michigan Ave Chicago, IL 60611 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.5 |
| (b) Individuals (high net worth individuals) | 27 | 136.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 90 | 138.2 |
| By Discretionary | ||
| Discretionary | 90 | 138.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 90 | 138.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.2 | |
| Total | 90 | 138.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Comprehensive Planning Associates Inc
✚
|
NH | 138.4 M |
|
Blueprint Wealth Management Advisors LLC
✚
|
138.4 M | |
|
FSAM LLC
✚
|
GA | 138.4 M |
|
Garrison Bradford & Associates Inc
✚
|
NY | 138.3 M |
|
Stratton Capital Investment Advisory LLC
✚
|
NY | 138.3 M |
|
Wildes Financial Strategies Inc
✚
|
SC | 138.3 M |
|
Maya Advisors Inc
✚
|
CA | 138.2 M |
|
Burr Financial Services LLC
✚
|
138.1 M | |
|
Arbor Wealth Management LLC
✚
|
AZ | 138.1 M |
|
American Investment Advisors Inc
✚
|
WI | 137.9 M |