Bell & Brown Wealth Advisors LLC
Legal Name: BELL & BROWN WEALTH ADVISORS, LLC
14 CORPORATE PLAZA, SUITE 100, NEWPORT BEACH, CA
Full Contact Details
Bell & Brown Wealth Advisors LLC
14 CORPORATE PLAZA, SUITE 100, NEWPORT BEACH, CA
949-396-1088
949-396-1087
Other Info
Bell & Brown Wealth Advisors LLC is legally known as BELL & BROWN WEALTH ADVISORS, LLC. It is a CA Limited Liability Company. This firm has 3 employees, of which 2 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 11, 2015.
Direct Owners
-
JEFFREY HARRY BROWN
MANAGING MEMBER owns more than 50% but less than 75%
-
LANTZ EDWARD BELL
CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER owns more than 50% but less than 75%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 6, 2019
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