BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC of BLUE BELL, PA is an SEC-registered investment adviser (CRD 134184). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Jonathan Miller | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER/PARTNER | New York, NY |
| Miller Scott | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER; CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER/PARTNER | Rye, NY |
| Justin E Capetola | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER/PARTNER | — |
| J Scott Miller | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER/PARTNER | — |
| CAPETOLA JUSTIN E | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER; CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER/PARTNER | — |
| MILLER JONATHAN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER; CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER/PARTNER | — |
| CASSIDY FRANCIS XAVIER | MANAGING MEMBER/CCO | — |