Overview
Assets Under Management: $260 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 27
Average Client Assets: $9 million
Frequently Asked Questions
BBJS FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115969), BBJS FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
BBJS FINANCIAL ADVISORS, LLC is headquartered in SEATTLE, WA.
BBJS FINANCIAL ADVISORS, LLC serves 27 high-net-worth clients according to their SEC filing dated July 26, 2024. View client details ↓
According to their SEC Form ADV, BBJS FINANCIAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BBJS FINANCIAL ADVISORS, LLC manages $260 million in client assets according to their SEC filing dated July 26, 2024.
According to their SEC Form ADV, BBJS FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
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