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BMB ADVISERS LLC
11100 Santa Monica Blvd.
Suite 400
Los Angeles, California 90025
Tel: 310-734-1234
About BMB ADVISERS LLC
BMB ADVISERS LLC, formally registered with the SEC as BMB ADVISERS LLC. The firm was established in 05/02/2002. They have over 1 offices throughout the country.
BMB ADVISERS LLC is a Los Angeles, California based Financial Planning firm with nearly $457,141,793 assets under management, offering retirement planning & investment advisory services to 62 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118410 |
| SEC# | 801-61120 |
| Assets Managed by Firm | $457,141,793 |
| No. of Clients | 62 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 62 | $457,141,793 |
| Individuals (other than high net worth individuals) | 5 | $1,686,229 |
| High net worth individuals | 27 | $436,479,085 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,686,666 |
| Charitable organizations | Fewer than 5 clients | $17,289,813 |
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