Back to top

Blue Bell Private Wealth Management, LLC

Blue Bell Private Wealth Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 13, 2019
    • $374.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $304.7K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

8

name start date
Jonathan Miller
March 2005
J Scott Miller
April 2005
James F Behr
October 2015
Jon Philip Michael Sobotkin
January 2007
Thomas Fitzgerald Monzo
December 2017

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    J Scott Miller Chief Investment Officer & Joint Managing Member May, 2005 75% or more
    Justin E Capetola Chief Compliance Officer & Joint Managing Member May, 2005 10% to 25%
    Jonathan Miller Chief Executive Officer & Joint Managing Member May, 2005 10% to 25%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees