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Building 2BBJS FINANCIAL ADVISORS, LLC

Map pinSEATTLE, WA
Phone206-682-4840
NotebookSEC #801-121432
Total AUM
$331.5M
Employees
3
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1501 FOURTH AVENUE, SUITE 2880
SEATTLE
WA 98101
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
206-682-4840
Other Offices
1

ReceiptFinancials

Total AUM
$331.5M
Accounts
84
Discretionary
$327.1M
Accounts
83
Non-Discretionary
$4.4M
Accounts
1

ContactClients

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Individual Clients
59
AUM
$27.3M
HNW Individual Clients
30
AUM
$302.3M
Pension/Profit Sharing Plan Clients
1
AUM
$2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTATION
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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