Blue Bell Private Wealth Management LLC

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Blue Bell Private Wealth Management LLC
CRD #134184
SEC #801-64005
CIK #1352860
AUM $374.2 MM (93% Disc, 100% US)
Employees9 (78% Investors, 0% Brokers)
Phone610-825-3540
AddressBlue Bell Executive Campus
Blue Bell, PA 19422-2322
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
4053242431628102005201020152020
Sector Holding Cap ($MM) Value ($MM)
SPY37.8
GAM837.719.8
SCHX16.3
ADX1,420.014.6
TY1,410.013.6
SCHB10.2
USA1,190.07.0
RVT1,180.04.8
IWM3.2
SPE112.63.1
View All
Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
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