Three Bell Capital:
A Bay Area Wealth Management Firm Focusing on Entrepreneurs

 

Recently Released!!!
Date Published: February 27, 2014
Summary PPT Deck: 11 Slides

Reference PPT Deck: 24 Slides

Three Bell Capital was founded by Jon Porter & Eric Patterson in 2011 and is based in Los Altos, CA. The firm is led by its CEO Jon Porter. Its web site can be found at www.three-bell.com.

Three Bell Capital's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Middle Phase
  • Recent Phase

Its profile includes the key statistics of the firm, including its number of offices, employees, revenues, & net profits.

Its profile includes detailed outlines of its core services:

  • Private Wealth Management
  • Corporate Retirement Plans
  • Private Placement Transactions
And its profile concludes with the highlights of its organizational structure & ownership.
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