BBJS FINANCIAL ADVISORS, LLC
CRD #115969 SEC #801-121432 SEATTLE, WA 206-682-4840
SEC Registered
Total AUM
$291.2M
Discretionary
$287.3M
Employees
2
Clients
10
Accounts
85
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $291.2M | $287.3M | $3.9M | 2 | 3 |
| Jul 2024 | $259.9M | $256.3M | $3.6M | 2 | 3 |
| May 2024 | $259.9M | $256.3M | $3.6M | 2 | 3 |
| Mar 2024 | $259.9M | $256.3M | $3.6M | 2 | 3 |
| Feb 2024 | $221.4M | $218.1M | $3.3M | 2 | 3 |
| Mar 2023 | $221.4M | $218.1M | $3.3M | 1 | 3 |
| Mar 2022 | $284.5M | $280.8M | $3.7M | 1 | 3 |
| Jun 2021 | $193.5M | $190.2M | $3.3M | 1 | 3 |
| May 2021 | $193.5M | $190.2M | $3.3M | 1 | 3 |
| Jun 2012 | $43.2M | $42.5M | $676K | 1 | 26 |
| Jun 2012 | $43.2M | $42.5M | $676K | 1 | 26 |
| May 2012 | $43.2M | $42.5M | $676K | 1 | 26 |
| Mar 2012 | $43.2M | $42.5M | $676K | 1 | 26 |
| May 2011 | $48.4M | $48.4M | $0 | 5 | -- |
| Mar 2011 | $48.4M | $48.4M | $0 | 5 | -- |
| Jan 2008 | $46.1M | $45.8M | $335K | 5 | -- |
| Jan 2007 | $34.5M | $32.6M | $1.9M | 5 | -- |
| Jan 2007 | $34.5M | $32.6M | $1.9M | 5 | -- |
DateMar 2025
Total AUM$291.2M
Discretionary$287.3M
Non-Disc.$3.9M
Employees2
Clients3
DateJul 2024
Total AUM$259.9M
Discretionary$256.3M
Non-Disc.$3.6M
Employees2
Clients3
DateMay 2024
Total AUM$259.9M
Discretionary$256.3M
Non-Disc.$3.6M
Employees2
Clients3
DateMar 2024
Total AUM$259.9M
Discretionary$256.3M
Non-Disc.$3.6M
Employees2
Clients3
DateFeb 2024
Total AUM$221.4M
Discretionary$218.1M
Non-Disc.$3.3M
Employees2
Clients3
DateMar 2023
Total AUM$221.4M
Discretionary$218.1M
Non-Disc.$3.3M
Employees1
Clients3
DateMar 2022
Total AUM$284.5M
Discretionary$280.8M
Non-Disc.$3.7M
Employees1
Clients3
DateJun 2021
Total AUM$193.5M
Discretionary$190.2M
Non-Disc.$3.3M
Employees1
Clients3
DateMay 2021
Total AUM$193.5M
Discretionary$190.2M
Non-Disc.$3.3M
Employees1
Clients3
DateJun 2012
Total AUM$43.2M
Discretionary$42.5M
Non-Disc.$676K
Employees1
Clients26
DateJun 2012
Total AUM$43.2M
Discretionary$42.5M
Non-Disc.$676K
Employees1
Clients26
DateMay 2012
Total AUM$43.2M
Discretionary$42.5M
Non-Disc.$676K
Employees1
Clients26
DateMar 2012
Total AUM$43.2M
Discretionary$42.5M
Non-Disc.$676K
Employees1
Clients26
DateMay 2011
Total AUM$48.4M
Discretionary$48.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$48.4M
Discretionary$48.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$46.1M
Discretionary$45.8M
Non-Disc.$335K
Employees5
Clients--
DateJan 2007
Total AUM$34.5M
Discretionary$32.6M
Non-Disc.$1.9M
Employees5
Clients--
DateJan 2007
Total AUM$34.5M
Discretionary$32.6M
Non-Disc.$1.9M
Employees5
Clients--