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ALEGRIA ASSET MANAGEMENT
BBM FINANCIAL SERVICES, INC.
CRD 117125
1440 N. 16TH AVE., #2, YAKIMA, WA, 98902, United States
Phone
509-248-7930
Fax
509-457-6503
Registration
— (—)
Source
State registered
Total AUM
$39.2M
Discretionary AUM
$4.8M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $27.0M |
| High net worth individuals | 9 | $12.2M |
All web addresses on file
Official SEC filing: View on IAPD