Bbjs Financial Advisors, LLC
Bbjs Financial Advisors, LLC is an SEC-registered ria in Seattle, WA with $331.5M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Bbjs Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115969, SEC 801-121432, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $331.5M (2026-03-27)
- Firm type
- Ria
- Location
- Seattle, WA
- Employees
- 3
- Clients
- 90
- CRD
- 115969
- Ownership
- SERRES, WILLIAM, FRANCIS; SERRES, WILLIAM, F.; JOHNSTON, JOHN, P.; BUCKLEY, MELINDA, ANN; JOHNSTON, JOHN, PATRICK
How much AUM does Bbjs Financial Advisors, LLC have?
Bbjs Financial Advisors, LLC reported $331.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Bbjs Financial Advisors, LLC?
Disclosed owners and executives of Bbjs Financial Advisors, LLC include SERRES, WILLIAM, FRANCIS, SERRES, WILLIAM, F., JOHNSTON, JOHN, P., BUCKLEY, MELINDA, ANN, JOHNSTON, JOHN, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.