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Jonathan Miller

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC·BLUE BELL, Pennsylvania
Unclaimed Profile
BLUE BELL EXECUTIVE CAMPUS, BLUE BELL, PA 19422-2322CRD# 4363504Firm CRD# 134184
01

About

Jonathan Miller is a registered financial advisor based in BLUE BELL, Pennsylvania, affiliated with BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
AUM
$671M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4363504
Firm CRD# 134184
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Miller offer?
Jonathan Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLUE BELL, Pennsylvania for a consultation.
What are Jonathan Miller's credentials?
Jonathan Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Miller located?
Jonathan Miller is based in BLUE BELL, Pennsylvania, working with BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.
How does Jonathan Miller charge for services?
Jonathan Miller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC?
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $671M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BLUE BELL
Edward Joseph Carpoletti — MERIDIAN WEALTH PARTNERS, LLCEdward Turner Borer — BORER DENTON & ASSOCIATES, INC.Albert Louis Denton — BORER DENTON & ASSOCIATES, INC.Kathleen Donnelly Hartung — BORER DENTON & ASSOCIATES, INC.Scott Jeffrey Mason — RUBICON WEALTH MANAGEMENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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