Bel Air Investment Advisors LLC
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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
Years of Experience
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Bel Air Investment Advisors LLC Brokerage Details
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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.
Bel Air Securities LLC
Bel Air Investment Advisors
Wells Fargo Clearing Services, LLC
First Republic Securities Company LLC
Church Of Scientology
First Republic Investment Management
Church Of Scientology
Wells Fargo Advisors LLC
Wells Fargo Investments, LLC
Eileen Bohn has no disclosures.
Please visit their SEC profile for more details.