BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

BLUE BELL, Pennsylvania·3 registered advisors·CRD# 134184
SEC# 801-640053610-825-3540
01

Firm Overview

AUM
$671M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

3 registered advisors
Jonathan Miller
BLUE BELL, Pennsylvania
J Scott Miller
BLUE BELL, Pennsylvania
Justin E Capetola
BLUE BELL, Pennsylvania
05

Office Locations

BLUE BELL, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (CRD# 134184) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.