Overview
Assets Under Management: $260 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 27
Average Client Assets: $9 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.44
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 80
Discretionary Accounts: 72
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 115969
Last Filing Date: 2024-07-26 00:00:00
Website: https://bbjsllp.com