Bell Investment Advisors, Inc.

California
Registered In
12/26/1990
Incorp. Date

Company Summary

Bell Investment Advisors, Inc. at 1111 Broadway STE 1630, Oakland, Ca 94607 lists Forrest Bell and Brian Baylis of Oakland, CA as associates.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Stock Corporation - Ca - General
Status
Active
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SEC | EDGAR Trellis.Law Recent News
Brian Baylis Individual Agent
1111 BROADWAY STE 1630, OAKLAND, CA 94607
Forrest Bell CEO
1111 BROADWAY STE 1630, OAKLAND, CA 94607
Brian Baylis Chief Financial Officer
1111 BROADWAY STE 1630, OAKLAND, CA 94607
James Bell Director
1111 BROADWAY STE 1630, OAKLAND, CA 94607
Brian Baylis Director
1111 BROADWAY STE 1630, OAKLAND, CA 94607
Forrest Bell Director
1111 BROADWAY STE 1630, OAKLAND, CA 94607
Forrest Bell Secretary
1111 BROADWAY STE 1630, OAKLAND, CA 94607
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1111 BROADWAY STE 1630, OAKLAND, CA 94607 (Mailing) View Map

Financial Information for Bell Investment Advisors, Inc.

Form 5500

BELL INVESTMENT ADVISORS, INC.

1111 Broadway, Suite 1630, Oakland, Ca 94607 (510) 443-1066 EIN:94-3129063 Plan Admin:Brian Baylis
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameBELL INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY20 / 18 Assets BOY/EOY$0 / $0 2023 BELL INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 20 / 18 $0 / $0
2022 Plan NameBELL INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY18 / 20 Assets BOY/EOY$0 / $0 2022 BELL INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 18 / 20 $0 / $0
2021 Plan NameBELL INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY19 / 18 Assets BOY/EOY$0 / $0 2021 BELL INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 19 / 18 $0 / $0
2020 Plan NameBELL INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY18 / 19 Assets BOY/EOY$0 / $0 2020 BELL INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 18 / 19 $0 / $0
2019 Plan NameBELL INVESTMENT ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY16 / 18 Assets BOY/EOY$0 / $0 2019 BELL INVESTMENT ADVISORS, INC. 401(K) PLAN - Plan #001 16 / 18 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

BELL INVESTMENT ADVISORS

1111 Broadway, Suite 1630, Oakland, CA 94607
Loan Date Approved Forgiven Lender Jobs
04/28/2020 Approved$279,120 Forgiven$281,834 LenderMechanics Bank Jobs13 04/28/2020 $279,120 $281,834 Mechanics Bank 13
PPP Loans based on Paycheck Protection Program.
Address Match:1111 Broadway Oakland, CA
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration
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