Overview
Assets Under Management: $168 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 246
Average Client Assets: $0.7 million
Frequently Asked Questions
B & L ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #124811), B & L ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
B & L ASSET MANAGEMENT, LLC is headquartered in PITTSBURGH, PA.
B & L ASSET MANAGEMENT, LLC serves 246 high-net-worth clients according to their SEC filing dated January 16, 2018. View client details ↓
According to their SEC Form ADV, B & L ASSET MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
B & L ASSET MANAGEMENT, LLC manages $168 million in client assets according to their SEC filing dated January 16, 2018.
According to their SEC Form ADV, B & L ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 246
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.16%
Average Client Assets: $0.7 million
Total Client Accounts: 251
Discretionary Accounts: 249
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 124811
Filing ID: 1155280
Last Filing Date: 2018-01-16 10:43:00