PPB ADVISORS, LLC

WEST CONSHOHOCKEN, Pennsylvania·3 registered advisors·CRD# 152303
SEC# 801-961940484.278.4017
01

Firm Overview

AUM
$2.8B
Regulatory assets under management
Employees
35
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Other: PRIVATELY MANAGED FUNDS
03

Specialties

Retirement Planning
04

Advisors at PPB ADVISORS, LLC

3 registered advisors
Brendan William Lake
WEST CONSHOHOCKEN, Pennsylvania
Charles Shay Fry
BALA CYNWYD, Pennsylvania
Robert Lance Baker
WEST CONSHOHOCKEN, Pennsylvania
CFA
05

Office Locations

WEST CONSHOHOCKEN, Pennsylvania
2 advisors
BALA CYNWYD, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. PPB ADVISORS, LLC (CRD# 152303) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.