BLB&B ADVISORS LLC Overview
Blb&b Advisors Llc is an investment advisor that manages 749 MM dollars in regulatory AUM and has 16 employees, of which 10 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 03/31/17. The fund's latest filing disclosed 589MM in positions, representing 79% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 03/31/17. The fund's latest filing disclosed 589MM in positions, representing 79% of the manager's regulatory AUM.
BLB&B ADVISORS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BLB&B ADVISORS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JNJ | 2.7% | Health | 9.96% | 0.09% | 0 | 35% | ||
| VWO | 2.5% | ETF | 2.81% | -0.03% | 0 | 14% | ||
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FEATURED IN
BLB&B ADVISORS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William D. Karrash | Chief Compliance Officer | November-2005 |
| Clifford P. Haugen | President | February-2015 |
BLB&B ADVISORS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BLB&B ADVISORS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
BLA’s security analysis methods include charting, fundamental, technical and cyclical strategies and research.
BLA’s main sources of information include financial newspapers/magazines, data services, inspections of corporate reports and activities, research materials prepared by others, corporate
Page | 4
rating services, company filings (including annual reports, prospectuses and other SEC filings)
and company press releases.
BLA investment advisory services include portfolio structuring, monitoring and researching of all portfolio positions, making changes to the portfolio, providing quarterly account evaluations, and periodically conducting conferences. BLA utilizes a strategy of holding securities that have identifiable value and potential, and for which price and timing objectives can be set with reasonable confidence. Profits are taken when price and timing obje...
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BLA’s security analysis methods include charting, fundamental, technical and cyclical strategies and research.
BLA’s main sources of information include financial newspapers/magazines, data services, inspections of corporate reports and activities, research materials prepared by others, corporate
Page | 4
rating services, company filings (including annual reports, prospectuses and other SEC filings)
and company press releases.
BLA investment advisory services include portfolio structuring, monitoring and researching of all portfolio positions, making changes to the portfolio, providing quarterly account evaluations, and periodically conducting conferences. BLA utilizes a strategy of holding securities that have identifiable value and potential, and for which price and timing objectives can be set with reasonable confidence. Profits are taken when price and timing obje...
Unlock Full Investment Process Description
BLB&B ADVISORS LLC Portfolio Concentration
BLB&B ADVISORS LLC Location
516 N. BETHLEHEM PIKE
AMBLER, Pennsylvania
UNITED STATES, 19002
AMBLER, Pennsylvania
UNITED STATES, 19002
BLB&B ADVISORS LLC Contact Information
Phone Number: 215-643-9100
Fax Number: 215-643-9106
Website: http://www.blbb.com
Fax Number: 215-643-9106
Website: http://www.blbb.com
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