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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
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 30 | $610.7M |
| Pension/profit sharing plans | 2 | $2.7M |
| Charitable organizations | 2 | $42.4M |
States served
CA
Official SEC filing: View on IAPD