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VerifiedFinancial Services· Founded 2015

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.

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HeadquartersNewport Beach, United StatesEmployees2(1 to 10)Annual revenue$1M to <$10MFounded year2015Websitebellbrownadvisors.comLinkedIn profileLinkedIn

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Top roles at Bell & Brown Wealth Advisors

3 distinct titles indexed · top 3 shown.

  • 1co-founder, managing partner senior portfolio manager
  • 1financial analyst/ data analyst
  • 1senior portfolio manager - co-founder, managing partner

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