Blue Bell Private Wealth Management Review


Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

Share Firm Profile

Blue Bell Private Wealth Management, federally registered in 2005, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 7 advisors. Blue Bell Private Wealth Management manages $374.2 million and provides investment advisory services for 537 clients (1:77 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $696,867
Hybrid Advisor No
Disciplinary History No
Total AUM $374.2 million
Advisor / Client Ratio 1:77
Headquarters Blue Bell, PA
SEC Filings Forms and Brochures    (CRD # 134184)
State(s) Registered CA, CT, FL, MD, NJ, NY, PA, TX, VA


Questions & Answers



Get answers about Blue Bell Private Wealth Management


Ask a question question_answer