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Bell Strategic Investments, Inc. (Escondido)


Bell Strategic Investments, Inc. is an adviser based in Escondido. It manages $42 million of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

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Bell Strategic Investments provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bell Strategic Investments: assets under management

The assets under management (AUM) of Bell Strategic Investments, Inc. is $42 million. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $640 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $333.33 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bell Strategic Investments, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Escondido

The principal office where Bell Strategic Investments, Inc. performs its advisory services is located at 2866 Glenview Way, Escondido, CA 92025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 760-489-8509 or by fax 760-489-8518. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.bellsi.com.


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