BNB WEALTH MANGAGEMENT, LLC
Firm details
- Headquarters
- SILVER SPRING, Maryland
- CRD number
- 107702
- Registered since
- February 7, 1997
- Website
- www.bnbinc.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI59.71%
- Individuals16.48%
- Pension & Profit Sharing Plans9.79%
- Charitable Organizations8.01%
- Corporations / Businesses6.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
BNB Wealth Mangagement, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 1997. The firm serves both individual and family clients as well as institutional clients, and it offers a mix of financial planning and discretionary portfolio management for individuals, small businesses and institutions. Its advisory engagement types include fee arrangements based on a percentage of assets under management, hourly charges, and fixed fees. The firm is owner-managed at the individual level and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities27%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1ANDREW BELLAMAH
President, Chief Compliance OfficerCRD 2171352
Contacts
3 of 3MIGUEL PADILLA
Investment Advisor RepresentativeCRD 4743123
ANDREW BELLAMAH
Investment Advisor RepresentativeCRD 6244980
FELDY SUWITO
Investment Advisor RepresentativeCRD 3086385
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$152M in ETFs
27%
$40.9M
59%
$111M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF (CGGO) | Capital Group | Active | Global Large Stock Growth | $11.2M | 337,093 | 7.42% |
Location
SILVER SPRING, MD
MONTGOMERY
Location
SILVER SPRING, MD
Headquartered in SILVER SPRING, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- MONTGOMERY
- Address
- 8730 Georgia Ave
- Time zone
- ET (UTC-5)
- Office locations
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