BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm

Number of Employees:

11 10.00%

of those in investment advisory functions:

9 12.50%

Registration:

SEC, Approved, 2/28/2005

AUM:

670,698,240 25.40%

of that, discretionary:

619,164,064 26.28%

GAV:

0

Avg Account Size:

351,888 12.11%

% High Net Worth:

26.01% -1.99%

SMA’s:

YES

Private Funds:

0

Contact Info

610 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
530M 454M 379M 303M 227M 151M 76M
2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Blue Bell Private Wealth Management, Llc Buys Invesco S&P 500 Equal Weight ETF, Vanguard ...
04/23/2021

Related Stocks: VTI, BIF, VTWO, CII, GPM, SCHF, RSP, DNIF, QQQ, VOO, SGOL, AO,

gurufocus.com

Montgomery County lawyer seeks Norristown district judge seat
04/01/2021

NORRISTOWN — Lawyer Todd N. Barnes fondly recalls the high school law and mock trial program that inspired him to consider a career in the legal profession. “I always found the law classes the ...

thereporteronline.com

County proposes $122 million budget
04/01/2021

Only a small percentage of Orange County property owners are likely to see their tax bills rise in the proposed 2021-22 county budget.

dailyprogress.com

General American Investors Co. Inc.
03/31/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Editorial: Just Part Of The Job
03/31/2021

Ronaldson Fund. A special tip of the helmet to this year's judges, all Firehouse® Magazine contributing editors: Battalion Chief Robert Cobb of the Jersey City, NJ, Fire Department; Chief Dennis ...

firehouse.com

Unisys and Inspire Health Alliance Launch U-Pass™, a Comprehensive COVID-19 Testing and Digital Health Passport Solution
03/30/2021

BLUE BELL, Pa., March 30, 2021 /PRNewswire/ -- Unisys Corporation (NYSE: UIS), as part of its relationship with Inspire Health Alliance, today announced the availability of U-Pass™, a COVID-19 ...

prnewswire.com

Private Funds

No private funds

Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
78462F103 SPDR S&P 500 ETF TRUST $119,831,650 26.00% 12.00% 2.00%
368802104 GENERAL AMERN INVS CO INC COM $30,281,735 6.00% 12.00% 3.00%
006212104 ADAMS DIVERSIFIED EQUITY FD COM $24,319,321 5.00% 15.00% 5.00%
808524201 SCHWAB U.S. LARGE-CAP ETF $17,683,577 4.00% 4.00% -5.00%
895436103 TRI CONTL CORP COM $12,747,834 3.00% 6.00% 0.00%
808524102 SCHWAB U.S. BROAD MARKET ETF $13,059,309 3.00% 8.00% -2.00%
46137V357 INVESCO S&P 500 EQUAL WEIGHT ETF $7,170,494 2.00% 7.00% 0.00%
922908769 VANGUARD TOTAL STOCK MARKET ETF $8,115,753 2.00% 6.00% -4.00%
464287655 ISHARES RUSSELL 2000 ETF $7,756,522 2.00% 8.00% 3.00%
594918104 MICROSOFT CORP COM $2,376,258 1.00% 14.00% 2.00%