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BELL PARTNERS

GREENSBORO, NC · CRD 329611 · IAPD ↗ · 336-232-1900

$6.12BRegulatory AUM
69Advisory reps
69Employees
3Clients
n/aPlanning clients
26Private funds
6States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
November 2024 — BELL PARTNERS notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
November 2024 — BELL PARTNERS added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
March 2024 — BELL PARTNERS (GREENSBORO, NC) is newly SEC-registered with $5.72B RAUM and 65 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.