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| B&L Asset Management LLC
✚
| |
|---|---|
| CRD # | 108191 |
| SEC # | 801-54171 |
| CIK # | |
| AUM | $344.3 MM (2024-06-28) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 617-345-3400 |
| Address | 125 High Street Boston, MA 02110 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 23.5 |
| (b) Individuals (high net worth individuals) | 129 | 283.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 33.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 201 | 344.3 |
| By Discretionary | ||
| Discretionary | 156 | 294.8 |
| Non-Discretionary | 45 | 49.5 |
| Total | 201 | 344.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 344.3 | |
| Total | 201 | 344.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Instrumental Wealth LLC
✚
|
FL | 0.3 |
|
Soundview Advisors Inc
✚
|
WA | 0.3 |
|
Symphony Financial Services Inc
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|
OH | 0.3 |
|
Altman Advisors Inc
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|
IL | 0.3 |
|
One Wealth Management Investment and Advisory Services LLC
✚
|
FL | 0.3 |
|
Coston McIsaac and Partners Inc
✚
|
ME | 0.3 |
|
Bankoh Investment Services Inc
✚
|
HI | 0.3 |
|
Acima Private Wealth LLC
✚
|
VA | 0.3 |
|
Tealwood Asset Management Inc
✚
|
MN | 0.3 |
|
REIK & Co LLC
✚
|
NY | 0.3 |