Bell Sandra Parker is a large advisory firm based in Parkersburg. It manages $37.84 million of regulatory assets for 719 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of West Virginia.
Bell Sandra Parker provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bell Sandra Parker is $37.84 million. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bell Sandra Parker for their services and products based on a percentage of assets under management, hourly charges, and commissions. 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.
The principal office where Bell Sandra Parker performs its advisory services is located at 417 Grand Park Drive, Parkersburg, WV 26101, 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 304-422-1394 or by fax 304-422-1396. The normal business hours are 8:30 - 4:30 on Monday - Friday.