Three Bell Capital LLC is a large advisory firm based in Los Altos. It manages $1.78 billion of regulatory assets for 332 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, New York, Texas, and Washington.
Three Bell Capital provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars and workshops, and estate planning, tax planning, insurance planning, lending. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Three Bell Capital LLC is $1.78 billion. The firm's AUM has grown by 1439% 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 Three Bell Capital LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals and pension and profit sharing plans. The largest group of clients of Three Bell Capital is pension and profit sharing plans with 161 clients and $1.11 billion of assets under management. Among the 12 most similar advisory firms, Three Bell Capital has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $1.78 billion for 332 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Three Bell Capital doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Three Bell Capital LLC performs its advisory services is located at 4 Main Street, Los Altos, CA 94022, 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 650-843-9836. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at three-bell.com..