Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > plano > BBAE ADVISORS LLC
BBAE ADVISORS LLC
7700 Windrose Ave
Suite G300
Plano, Texas 75024
Tel: 972-618-0043
About BBAE ADVISORS LLC
BBAE ADVISORS LLC, formally registered with the SEC as BBAE ADVISORS LLC. The firm was established in 08/27/2015. They have over 1 offices throughout the country.
BBAE ADVISORS LLC is a Plano, Texas based Financial Planning firm with nearly $315,380 assets under management, offering retirement planning & investment advisory services to 28 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 269900 |
| SEC# | 801-104469 |
| Assets Managed by Firm | $315,380 |
| No. of Clients | 28 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 28 | $315,380 |
| Individuals (other than high net worth individuals) | 26 | $235,860 |
| High net worth individuals | 2 | $79,520 |
More Retirement Planning firms in Plano, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Plano, Texas