Bbjs Financial Advisors, LLC
● SEC registered since 2021CRD 115969SEC# 801-121432Seattle, WA
Reg. AUM
$331.5M
Employees
3
Accounts
84
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 $331.5 million in regulatory assets under management and employs 3 people.
Bbjs Financial Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Francis Serres Control | President/Manager - Chief Compliance Officer | Over 75% | 2001 |
Frequently asked questions
How much does Bbjs Financial Advisors, LLC manage?
Bbjs Financial Advisors, LLC reports $331.5 million in regulatory assets under management on its Form ADV.
How many employees does Bbjs Financial Advisors, LLC have?
Bbjs Financial Advisors, LLC reports 3 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
| Address | 1501 Fourth Avenue, Suite 2880, Seattle, WA 98101 |
| Phone | 206-682-4840 |
| Fax | 206-447-1581 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$331.5M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$331.5Mregulatory AUM
Discretionary $327.1MNon-discretionary $4.4M