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BELL INVESTMENT ADVISORS, INC.

EIN 94-3129063-investment management-Latest filing 2025
Plans
1
Retirement
1
$9.0M assets
Welfare
0
Participants
18
2 THEATRE SQUARE, SUITE 315 - ORINDA, CA 94563510-443-1066bellinvest.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$9.0M - 18 part

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Retirement#001

BELL INVESTMENT ADVISORS, INC. 401(K) PLAN

401k

Assets$9.0M
Participants18
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BELL INVESTMENT ADVISORS, INC. 401(K) PLAN401k$9.0M182025
Retirement plans
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