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Bbjs Financial Advisors, LLC

● SEC registered since 2021CRD 115969SEC# 801-121432Seattle, WA
Export (members)
Reg. AUM
$291.2M
Employees
2
Accounts
85
Location
Seattle, WA

Bbjs Financial Advisors, LLC assets under management

Bbjs Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Seattle, WA. The firm has been registered since 2021. It reports $291.2 million in regulatory assets under management and employs 2 people.
www.bbjsadvisors.comView on SEC.gov ↗

Bbjs Financial Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
William Francis Serres ControlPresident/Manager - Chief Compliance OfficerOver 75%2001

Frequently asked questions

How much does Bbjs Financial Advisors, LLC manage?

Bbjs Financial Advisors, LLC reports $291.2 million in regulatory assets under management on its Form ADV.

How many employees does Bbjs Financial Advisors, LLC have?

Bbjs Financial Advisors, LLC reports 2 employees.

Where is Bbjs Financial Advisors, LLC located?

Bbjs Financial Advisors, LLC is based in Seattle, WA and has been SEC-registered since 2021.

Does Bbjs Financial Advisors, LLC disclose fund performance?

Bbjs Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1501 Fourth Avenue, Suite 2880, Seattle, WA 98101
Phone206-682-4840
Fax206-447-1581
Office hours8:00a.m. To 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$287.3M
Non-discretionary$3.9M
Total (RAUM)$291.2M