Overview
Assets Under Management: $2.7 billion
Headquarters: MONTGOMERYVILLE, PA
High-Net-Worth Clients: 604
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 604
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.34
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,588
Discretionary Accounts: 3,537
Non-Discretionary Accounts: 51
Regulatory Filings
CRD Number: 139096
Filing ID: 1939563
Last Filing Date: 2025-03-26 16:40:00
Website: https://blbb.com