Bbjs Financial Advisors, LLC (Seattle)

Name: Bbjs Financial Advisors, LLC
Address: 1501 Fourth Avenue, Suite 2880, Seattle, WA, 98101
Telephone: 206-682-4840

Bbjs Financial Advisors, LLC is an adviser based in Seattle. It manages $43.19 million of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California and Washington.

Bbjs Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and investment consultation. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bbjs Financial Advisors: assets under management

The assets under management (AUM) of Bbjs Financial Advisors, LLC is $43.19 million. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $42.51 million in discretionary accounts and $676 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $885.63 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $676 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bbjs Financial Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bbjs Financial Advisors, LLC

William F. Serres has been acting as President since 1 Jul 2001. Melinda A. Buckley joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William F. Serres	President/manager - chief compliance officer	1 Jul 2001	25% - 50%	4487287
Melinda A. Buckley	Member	1 Jul 2001	25% - 50%	4487289
John P. Johnston	Member	1 Jul 2001	25% - 50%	4487295
William Francis Serres	President/manager - chief compliance officer	1 Jul 2001	25% - 50%	4487287
Melinda Ann Buckley	Member	1 Jul 2001	25% - 50%	4487289
John Patrick Johnston	Member	1 Jul 2001	25% - 50%	4487295

Based in Seattle

The principal office where Bbjs Financial Advisors, LLC performs its advisory services is located at 1501 Fourth Avenue, Suite 2880, Seattle, WA 98101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-682-4840 or by fax 206-447-1581. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.bbjsllp.com.