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BBJS FINANCIAL ADVISORS, LLC
CRD 115969 · SEC 801-121432
1501 FOURTH AVENUE, SUITE 2880, SEATTLE, WA, 98101, United States
Phone
206-682-4840
Fax
206-447-1581
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$331.5M
Discretionary AUM
$327.1M
Team
3 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)INVESTMENT CONSULTATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $27.3M |
| High net worth individuals | 30 | $302.3M |
| Pension/profit sharing plans | 1 | $2.0M |
States served
CA, WA
All web addresses on file
Official SEC filing: View on IAPD