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| Happy Holidays!! thanks for using AUM13F!! |
| BLB & B Advisors LLC
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| CRD # | 139096 |
| SEC # | 801-65840 |
| CIK # | 0001389059 |
| AUM | $2.7 B (2025-03-26) |
| Employees | 28 (50% Investors, 0% Brokers) |
| Phone | 215-643-9100 |
| Address | 103 Montgomery Avenue Montgomeryville, PA 18936 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001389059 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Barclays Bank PLC | 0.1 | ||
| Apple Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| VISA Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| AMB Property Corp | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Palo Alto Networks Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 802 | 0.2 |
| (b) Individuals (high net worth individuals) | 604 | 2.0 |
| (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 | 54 | 0.2 |
| (h) Charitable organizations | 41 | 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 | 14 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,588 | 2.7 |
| By Discretionary | ||
| Discretionary | 3,537 | 2.7 |
| Non-Discretionary | 51 | 0.0 |
| Total | 3,588 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 3,588 | 2.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001389059] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arvest Investments Inc
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|
AR | 2.8 |
|
Bison Wealth LLC
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GA | 2.8 |
|
Voya Financial Advisors Inc
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CT | 2.7 |
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Certified Advisory Corp
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FL | 2.7 |
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Strategic Blueprint LLC
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GA | 2.7 |
|
Bill FEW Associates Inc
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PA | 2.6 |
|
Aprio Wealth Management LLC
✚
|
GA | 2.6 |
|
Oneascent Financial Services LLC
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|
AL | 2.6 |
|
Capital Counsel LLC
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|
NY | 2.6 |
|
Investment Consulting Group Inc
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|
IA | 2.6 |