|
⚲
|
| Mark Bell Advisory Services Inc
✚
| |
|---|---|
| CRD # | 107114 |
| SEC # | 801-38031 |
| CIK # | |
| AUM | $129.1 MM (2024-03-06) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 312-840-8265 |
| Address | 401 N Michigan Ave Chicago, IL 60611 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 2.0 |
| (b) Individuals (high net worth individuals) | 36 | 127.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 121 | 129.1 |
| By Discretionary | ||
| Discretionary | 121 | 129.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 121 | 129.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.1 | |
| Total | 121 | 129.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
New Dimensions Wealth Management LLC
✚
|
TX | 0.1 |
|
RS Asset Management LLC
✚
|
CO | 0.1 |
|
Aviator Financial Consulting LLC
✚
|
TX | 0.1 |
|
Bird Rock Asset Management LP
✚
|
TX | 0.1 |
|
AMG Asset Management Group Inc
✚
|
GA | 0.1 |
|
Roxbury Financial LLC
✚
|
NJ | 0.1 |
|
Lionsbridge Wealth Management LLC
✚
|
FL | 0.1 |
|
Mallini Complete Financial Planning LLC
✚
|
FL | 0.1 |
|
Pinafore Wealth Counsel Inc
✚
|
NC | 0.1 |
|
Wolfstich Capital LLC
✚
|
MA | 0.1 |