Eileen
Bohn

Bel Air Investment Advisors LLC

CRD#2082863
Investment Advisor
in Los Angeles, CA
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About this Advisor

Eileen Bohn is a certified financial planner who is based out of Los Angeles, California. Currently a registered financial advisor with Bel Air Investment Advisors LLC, they have accumulated 10 years of professional experience. Bohn maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Bohn is able to work with clients based out of California. Throughout their career, Bohn has worked at First Republic Securities Company LLC, Wells Fargo Investments, LLC, Wells Fargo Advisors LLC, Church Of Scientology, First Republic Investment Management, Bel Air Securities LLC, Wells Fargo Clearing Services, LLC and Bel Air Investment Advisors. Bel Air Investment Advisors LLC is headquartered in Los Angeles, California. Overall, Bel Air Investment Advisors LLC manages $8 billion in assets dispersed across 1,459 client accounts and retains more than 55 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 1,456 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 33% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Bel Air Investment Advisors LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

1999 Avenue Of The Stars Suite 3200
Los Angeles, CA 90067

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Bel Air Investment Advisors LLC Brokerage Details

Total Assets Under Management

$7,861,332,118

CA Average: $7,578,581,321
Total Number of Employees

53

CA Average: 43
Total Number of Accounts

1,530

CA Average: 3,727
Average Account Size

$5,138,126

CA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Eileen Bohn Work History

Eileen has 10 years of experience.

2018 - Present (1 years)

Bel Air Securities LLC

2018 - Present (1 years)

Bel Air Investment Advisors

2017 - 2018 (1 years)

Wells Fargo Clearing Services, LLC

2015 - 2017 (2 years)

First Republic Securities Company LLC

2015 - 2015 (0 years)

Church Of Scientology

2015 - 2017 (2 years)

First Republic Investment Management

2014 - 2015 (1 years)

Church Of Scientology

2011 - 2014 (3 years)

Wells Fargo Advisors LLC

2008 - 2011 (3 years)

Wells Fargo Investments, LLC

Disclosures

Eileen Bohn has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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