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PPB ADVISORS, LLC
CRD 152303 · SEC 801-96194
300 BARR HARBOR DRIVE, SUITE 260, WEST CONSHOHOCKEN, PA, 19428, United States
Phone
484.278.4017
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.75B
Discretionary AUM
$0
Team
42 total employees; 0 advisory reps; 2 broker-dealer reps
Clients
—
Fees
Percentage of AUM; PRIVATELY MANAGED FUNDS
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 119 | $4.75B |
States served
PA
All web addresses on file
Official SEC filing: View on IAPD