Blue Bell Private Wealth Management LLC
Legal Name: BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Full Contact Details
Blue Bell Private Wealth Management LLC
BLUE BELL EXECUTIVE CAMPUS, 470 NORRISTOWN ROAD, SUITE 305, BLUE BELL, PA
610-825-3540
610-825-9690
Other Info
Blue Bell Private Wealth Management LLC is a Delaware-based company with seven employees serving in advisory roles. While the total number of clients is unknown, the firm is listed as approved by the U.S. Securities and Exchange Commission with a registration date of Feb 28, 2005.
Experienced Financial Advisors | Montgomery County | Blue Bell PWM
Blue Bell PWM's goal is to permanently improve every Montgomery County, PA client's financial position & achieve reliable investment results. Learn more!
Direct Owners
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J SCOTT MILLER
CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER owns 75% or more
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JONATHAN MILLER
CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER owns more than 10% but less than 25%
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JUSTIN E CAPETOLA
CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER owns more than 10% but less than 25%