Three Bell Capital LLC

Three Bell Capital LLC (CRD# 159736) is a financial advisory firm headquartered in Los Altos, CA. They manage $256,095,000 in 221 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    256
    MILLION
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $1,158,801
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, TX, WA

Financial Advisors at Three Bell Capital LLC
Showing 1 - 4 of 4 top financial advisors.
1
Eric C. Patterson
CRD#: 5657960
4 Main Street, Suite 230, Los Altos, CA 94022
93
Wealthminder
score

Eric Patterson (CRD# 5657960) is an Investment Advisor Representative working at Three Bell Capital LLC in Los Altos, CA and has over 5 years of experience in the finance industry.

2
Jonathan H. Porter
CRD#: 5274991
4 Main Street, Suite 230, Los Altos, CA 94022
93
Wealthminder
score

Jonathan Porter (CRD# 5274991) is an Investment Advisor Representative working at Three Bell Capital LLC in Los Altos, CA and has over 9 years of experience in the finance industry.

3
Andre E. Huaman
CRD#: 5959431
4 Main Street, Suite 230, Los Altos, CA 94022
90
Wealthminder
score

Andre Huaman (CRD# 5959431) is an Investment Advisor Representative working at Three Bell Capital LLC in Los Altos, CA and has over 4 years of experience in the finance industry.

4
Jeffrey K. Larsen
CRD#: 6390485
4 Main Street, Suite 230, Los Altos, CA 94022
88
Wealthminder
score

Jeffrey Larsen (CRD# 6390485) is an Investment Advisor Representative working at Three Bell Capital LLC in Los Altos, CA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.