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BMB ADVISERS LLC

CRD 118410 · SEC 801-61120

11100 SANTA MONICA BLVD., SUITE 750, LOS ANGELES, CA, 90025, United States

Phone

310-734-1234

Fax

310-734-1230

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$655.8M

Discretionary AUM

$655.8M

Team

3 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-29

Disciplinary history

No

Services

Portfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
High net worth individuals30$610.7M
Pension/profit sharing plans2$2.7M
Charitable organizations2$42.4M

States served

CA

Official SEC filing: View on IAPD