Bell & Brown Wealth Advisors
Financial Services • 
Newport Beach, California, United States • 1-10 Employees
Company overview
| Headquarters | 14 Corporate Plaza Dr, Newport Beach, California 92660, US |
| Phone number | +19493961087 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contact at Bell & Brown Wealth Advisors
Jeffrey Brown
Co-Founder, Managing Partner – Senior Portfolio Manager
Bell & Brown Wealth Advisors Email Formats
Bell & Brown Wealth Advisors uses 1 email format. The most common is {first initial} (e.g., j@bellbrownadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@bellbrownadvisors.com | 100% |
About Bell & Brown Wealth Advisors
Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley. We use a long-term investment approach beginning with our fiduciary responsibility, acting in the sole benefit of you, our client. Thank you for your trust. For Decades, Bell & Brown Advisors has provided strategic investment advice to clients to help them reach their personal savings goals. We take a long-term approach to our investments which begin with our fiduciary responsibility (acting in the sole benefit of the client). We build and create portfolios that are diversified and well balanced, and reflect the needs of our clients We invest in great companies with dominant positions and strong management. High grade fixed income securities add balance and income to your portfolio. Our goal is to tailor your account(s) to your individual needs, objectives, and risk tolerance.
Bell & Brown Wealth Advisors revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Bell & Brown Wealth Advisors has 1 employees across 1 departments.
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Number of employees
Funding Data
Bell & Brown Wealth Advisors has never raised funding before.
Bell & Brown Wealth Advisors Tech Stack
Discover the technologies and tools that power Bell & Brown Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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United Kingdom
South Africa
Frequently asked questions
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