Blue Bell Private Wealth Management LLC

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Blue Bell Private Wealth Management LLC
CRD #134184
SEC #801-64005
CIK #0001352860
AUM $471.4 MM (91% Disc, 100% US, 2020-06-24)
Employees 9 (78% Investors, 0% Brokers)
Phone610-825-3540
AddressBlue Bell Executive Campus
Blue Bell, PA 19422-2322
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
50040030020010002004200920152021
Sector Issuer Cap ($MM) Value ($MM)
SPY 57.1
SCHX 22.3
SCHB 12.3
DIA 6.4
IWM 5.7
SCHA 5.0
IVV 3.5
SCHV 3.2
SCHM 3.0
VTI 2.3
View All
Holdings by Sector ($)
2.01.61.20.80.40.02011201420172021
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