The Three Bells
Highly Engaged Employees
Highly Engaged EmployeesFinance · Texas, United States · 11-50 Employees
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Overview
Headquarters
2005 E Lamar Blvd, Arlington, Texas, 760...Website
www.three-bell.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About The Three Bells
Three Bell Capital specializes in wealth management, corporate retirement, and family office services, focusing on creating comprehensive plans with institutional quality investment portfolios. The firm aims to protect clients' families, interests, and choices as they navigate their individual paths. They work closely with clients and their extended teams of advisors to manage the complexities that come with increased wealth. Their intended clients include individuals seeking personalized financial strategies and corporations looking to enhance employee retirement readiness.Explore more
The Three Bells Org Chart
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2020
Debt
$150K
The Three Bells Tech Stack
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The Three Bells News & Media
Three Bell Capital Named to 2019 Financial Times 300 Top Registered Investment Advisers
LOS ALTOS, Calif.--(BUSINESS WIRE)--#401k--Three Bell Capital has been named to the 2019 Financial Times 300 Top Registered Investment AdvisersThree Bell Capital Named 2018 Top Defined Contribution Advisory Firm by National Association of Plan Advisors
LOS ALTOS, Calif.--(BUSINESS WIRE)--lt;a href="https://twitter.com/hashtag/401k?src=hash" target="_blank"gt;#401klt;/agt;--Three Bell Capital has been named a 2018 Top Defined Contribution Advisory Firm by the National Association of Plan Advisors.Andre Huaman of Three Bell Capital Named NAPA Congressional Delegate
LOS ALTOS, Calif.--(BUSINESS WIRE)--#401k--Andre Huaman of Three Bell Capital has been named as a NAPA Congressional Delegate.Three Bell Capital Purchases BPM Advisors, Inc.
LOS ALTOS, Calif.--(BUSINESS WIRE)--#401k--Three Bell Capital purchases BPM Advisors, Inc., forming one of the largest corporate retirement plan advisory firms in the San Francisco Bay Area.
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Three Bell Capital specializes in wealth management, corporate retirement, and family office services, focusing on creating comprehensive plans with institutional quality investment portfolios. The firm aims to protect clients' families, interests, and choices as they navigate their individual paths. They work closely with clients and their extende... Read More
