|
⚲
|
| Keyboard |
| BLB & B Advisors LLC
✚
|
|
|---|---|
| CRD # | 139096 |
| SEC # | 801-65840 |
| CIK # | 0001389059 |
| AUM | 3,255.4 M (2026-03-30) |
| Employees | 32 (38% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 215-643-9100 |
| Address | 103 Montgomery Avenue Montgomeryville, PA 18936 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Barclays Bank PLC | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| GE Vernova Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 842 | 0.3 |
| (b) Individuals (high net worth individuals) | 678 | 2.4 |
| (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 | 55 | 0.2 |
| (h) Charitable organizations | 42 | 0.2 |
| (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 | 15 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,957 | 3.3 |
| By Discretionary | ||
| Discretionary | 3,913 | 3.2 |
| Non-Discretionary | 44 | 0.0 |
| Total | 3,957 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 3,957 | 3.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001389059] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Westfuller Advisors LLC
✚
|
NY | 3,370.6 M |
|
XML Financial LLC
✚
|
MD | 3,298.1 M |
|
Monograph Wealth Advisors LLC
✚
|
CA | 3,247.9 M |
|
Cumberland Advisors LLC
✚
|
FL | 3,217.1 M |
|
M Holdings Securities Inc
✚
|
OR | 3,206.3 M |
|
EPG Incorporated
✚
|
MA | 3,203.8 M |
|
The Prosperity Consulting Group LLC
✚
|
MD | 3,195.9 M |
|
AdvisorNet Financial Inc
✚
|
MN | 3,149.5 M |
|
Faircourt Partners LLC
✚
|
IL | 3,120.6 M |
|
Earned Wealth Advisors LLC
✚
|
CA | 3,105.9 M |