Overview
Assets Under Management: $2.7 billion
Headquarters: MONTGOMERYVILLE, PA
High-Net-Worth Clients: 604
Average Client Assets: $3 million
Frequently Asked Questions
BLBB ADVISORS 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), BLBB ADVISORS is subject to fiduciary duty under federal law.
BLBB ADVISORS is headquartered in MONTGOMERYVILLE, PA.
BLBB ADVISORS serves 604 high-net-worth clients according to their SEC filing dated January 12, 2026. View client details ↓
According to their SEC Form ADV, BLBB ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
BLBB ADVISORS manages $2.7 billion in client assets according to their SEC filing dated January 12, 2026.
According to their SEC Form ADV, BLBB ADVISORS 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: 2039864
Last Filing Date: 2026-01-12 13:56:59