Overview
Assets Under Management: $855 million
Headquarters: BLUE BELL, PA
High-Net-Worth Clients: 215
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 215
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.62
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,332
Discretionary Accounts: 2,270
Non-Discretionary Accounts: 62
Regulatory Filings
CRD Number: 134184
Filing ID: 1968563
Last Filing Date: 2025-03-26 11:53:00
Website: https://bluebellpwm.com