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Home > Retirement Planners > washington > seattle > BBJS FINANCIAL ADVISORS, LLC
BBJS FINANCIAL ADVISORS, LLC
1501 Fourth Avenue, Suite 2880
Seattle, Washington 98101
Tel: 206-682-4840
About BBJS FINANCIAL ADVISORS, LLC
BBJS FINANCIAL ADVISORS, LLC, formally registered with the SEC as BBJS FINANCIAL ADVISORS, LLC. The firm was established in 06/16/2021. They have over 2 offices throughout the country.
BBJS FINANCIAL ADVISORS, LLC is a Seattle, Washington based Financial Planning firm with nearly $259,875,549 assets under management, offering retirement planning & investment advisory services to 80 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115969 |
| SEC# | 801-121432 |
| Assets Managed by Firm | $259,875,549 |
| No. of Clients | 80 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (INVESTMENT CONSULTATION)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 80 | $259,875,549 |
| Individuals (other than high net worth individuals) | 50 | $18,385,747 |
| High net worth individuals | 30 | $240,325,162 |
| Pension and profit sharing plans | 1 | $1,164,640 |
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