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

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