Investment adviser · CRD 139954

BELL STRATEGIC INVESTMENTS, INC.

Investment adviser filing (IA)

· Form ADV filed May 25, 2012

Regulatory AUM
$42M
Form ADV · Item 5.F
Client accounts
80
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 25, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

CRD 139954

Filing source

Form ADV 649385 · May 25, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.