Investment adviser · CRD 124811
B & L ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
PITTSBURGH, PA, United States · Form ADV filed Jan 24, 2022
- Regulatory AUM
- $163M Form ADV · Item 5.F
- Client accounts
- 207 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 204 | $157,379,436 | 96.4% |
| Retirement plans | Fewer than 5 | $4,871,935 | 3.0% |
| Charities | Fewer than 5 | $957,910 | 0.6% |
Filing source
Form ADV 1594900 · Jan 24, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 24, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
3858 S. WATER STREETPITTSBURGH, PA, 15203, United States
CRD 124811
Filing source
Form ADV 1594900 · Jan 24, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.