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Clifford Peter Haugen

BLB & B ADVISORS, LLC·MONTGOMERYVILLE, Pennsylvania
Unclaimed Profile
103 MONTGOMERY AVENUE, MONTGOMERYVILLE, PA 18936CRD# 4416860Firm CRD# 139096
01

About

Clifford Peter Haugen is a registered financial advisor based in MONTGOMERYVILLE, Pennsylvania, affiliated with BLB & B ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BLB & B ADVISORS, LLC
BLB & B ADVISORS, LLC
AUM
$2.3B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at BLB & B ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4416860
Firm CRD# 139096
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Clifford Peter Haugen offer?
Clifford Peter Haugen specializes in Financial Planning, Investment Management. Contact their office in MONTGOMERYVILLE, Pennsylvania for a consultation.
What are Clifford Peter Haugen's credentials?
Clifford Peter Haugen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clifford Peter Haugen located?
Clifford Peter Haugen is based in MONTGOMERYVILLE, Pennsylvania, working with BLB & B ADVISORS, LLC. Their office serves clients in the MONTGOMERYVILLE metropolitan area and surrounding communities.
How does Clifford Peter Haugen charge for services?
Clifford Peter Haugen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLB & B ADVISORS, LLC?
BLB & B ADVISORS, LLC has approximately 29 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MONTGOMERYVILLE
William Dean Karrash — BLB & B ADVISORS, LLCChristopher Fearon Brown — BLB & B ADVISORS, LLCJohn Taylor Lawton — BLB & B ADVISORS, LLCDouglas Brant Huntley — BLB & B ADVISORS, 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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