James
Bell

Rhino Investment Partners, Inc

CRD#6781532
Investment Advisor
in Conshohocken, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

James Bell is a financial advisor based in Conshohocken, Pennsylvania, working with Rhino Investment Partners, Inc. James has previously held a position at Rhino Investment Partners, Inc and is registered to provide services in Pennsylvania. Currently, James is part of Rhino Investment Partners, Inc, which operates out of Conshohocken, Pennsylvania. The firm has 3 employees and manages assets totaling $552.4 million. The services offered by the firm include portfolio management for pooled investment vehicles and portfolio management for institutional clients. The fee structure at Rhino Investment Partners, Inc includes asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1001 Conshohocken State Road Ste 1-311
Conshohocken, PA 19428

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Rhino Investment Partners, Inc Brokerage Details

Total Assets Under Management

$552,384,200

PA Average: $15,833,994,310
Total Number of Employees

3

PA Average: 41
Total Number of Accounts

5

PA Average: 3,342
Average Account Size

$110,476,840

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

James Bell Work History

2015 - Present (10 years)

Rhino Investment Partners, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of James Bell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rhino Investment Partners, Inc

James Bell
Conshohocken, PA
John Schneider
Conshohocken, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started