Falists
← Back to search

BLBB ADVISORS

BLB & B ADVISORS, LLC

CRD 139096 · SEC 801-65840

Visit website

103 MONTGOMERY AVENUE, MONTGOMERYVILLE, PA, 18936, United States

Phone

215-643-9100

Fax

215-643-9106

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.26B

Discretionary AUM

$3.21B

Team

32 total employees; 12 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees; FIXED FEES- OPTION OVERLAY SVC

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsOPTION OVERLAY SVC TO THIRD PARTY MANAGERS

Client types

TypeClientsAUM
Individuals842$261.0M
High net worth individuals678$2.44B
Pension/profit sharing plans55$222.4M
Charitable organizations42$242.6M
Corporations/business entities15$87.3M

States served

VT, AL, AZ, CA, CO, DE, DC, GA, IL, IN, KS, ME, MD, MA, MN, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, VA, WA, TX, NH, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD