Bell & Brown Wealth Advisors

Bell & Brown Wealth Advisors

Financial Services, 14 Corporate Plaza Dr, Newport Beach, California, 92660, United States, 1-10 Employees

bellbrownadvisors.com

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Who is 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 ...

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  • 14 Corporate Plaza Dr, Newport Beach, California, 92660, United States Headquarters: 14 Corporate Plaza Dr, Newport Beach, California, 92660, United States
  • 2015 Date Founded: 2015
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from BELL & BROWN WEALTH ADVISORS

Bell & Brown Wealth Advisors Org Chart and Mapping

Employees

Jeffrey Brown

Co-Founder, Managing Partner – Senior Portfolio Manager

Lantz Bell

Senior Portfolio Manager - Co-Founder, Managing Partner

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Frequently Asked Questions Regarding Bell & Brown Wealth Advisors

Answer: Bell & Brown Wealth Advisors's headquarters are located at 14 Corporate Plaza Dr, Newport Beach, California, 92660, United States

Answer: Bell & Brown Wealth Advisors's official website is https://bellbrownadvisors.com

Answer: Bell & Brown Wealth Advisors's revenue is Under $1 Million

Answer: Bell & Brown Wealth Advisors's SIC: 6282

Answer: Bell & Brown Wealth Advisors's NAICS: 523940

Answer: Bell & Brown Wealth Advisors has 1-10 employees

Answer: Bell & Brown Wealth Advisors is in Financial Services

Answer: Bell & Brown Wealth Advisors contact info: Phone number: Website: https://bellbrownadvisors.com

Answer: 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.

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