Three Bell Capital LLC

Three Bell Capital LLC (CRD# 159736) is a financial advisory firm headquartered in Los Altos, CA. They manage $490,165,073 in 179 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    490
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $2,738,352
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 - 5 of 5 top financial advisors.
1
Bill Martin
CRD#: 1568084
4 Main Street, Suite 230, Los Altos, CA 94022
108
Wealthminder
score

Bill Martin, CFA (CRD# 283306) is a Registered Investment Advisor, Senior Strategist and Managing Director at Three Bell Capital, Inc. in Los Altos, CA and has over 30 years of experience in the investment industry.

 

Bill leads the Three Bell Investment Committee’s efforts to design, implement and manage client investment strategies and portfolios. Bill brings to Three Bell Capital over 30 years of experience as an institutional investor and senior portfolio manager, 27 of which were spent at American Century, one of the largest mutual fund families in the world.

 

While at American Century, he managed over $10 billion in investments worldwide across all asset classes including stocks, bonds, commodities, and currencies, consistently earning 5 Star Morningstar ratings, as well as numerous other professional investment accolades.

 

Bill attained his CFA designation in 1991.  While all investment advisors have licenses allowing them to offer investment advice, few have a CFA designation. As an institutional money manager, he frequently appeared on CNBC, Bloomberg TV & Radio, Fox News, BusinessWeek, New York Times, Barron’s, Wall Street Journal, Financial Times, USA Today, Los Angeles Times, and he has spoken at institutional investment conferences including Journal of Finance, Charles Schwab, Morningstar, and Pensions & Investments.

 

 

   

 

2
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 6 years of experience in the finance industry.

3
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 10 years of experience in the finance industry.

4
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.

5
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 over 2 years of experience in the finance industry.

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