Overview
Assets Under Management: $2.7 billion
Headquarters: MONTGOMERYVILLE, PA
High-Net-Worth Clients: 604
Average Client Assets: $3 million
Frequently Asked Questions
BLB & B ADVISORS, 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 #139096), BLB & B ADVISORS, LLC is subject to fiduciary duty under federal law.
BLB & B ADVISORS, LLC is headquartered in MONTGOMERYVILLE, PA.
BLB & B ADVISORS, LLC serves 604 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, BLB & B ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
BLB & B ADVISORS, LLC manages $2.7 billion in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, BLB & B ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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