BB&R WEALTH MANAGEMENT, INC.
CRD #125918 SEC #801-61909 WALNUT CREEK, CA (925) 954-0100
SEC Registered
Total AUM
$76.5M
Discretionary
$66.5M
Employees
5
Clients
101
Accounts
234
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2007 | $28.7M | $12.6M | $16.2M | 5 | -- |
| Nov 2006 | $71.7M | $42.8M | $28.9M | 5 | -- |
| Mar 2006 | $71.7M | $42.8M | $28.9M | 5 | -- |
| Sep 2005 | $76.5M | $66.5M | $10M | 5 | -- |
| Jun 2005 | $76.5M | $66.5M | $10M | 5 | -- |
DateMar 2007
Total AUM$28.7M
Discretionary$12.6M
Non-Disc.$16.2M
Employees5
Clients--
DateNov 2006
Total AUM$71.7M
Discretionary$42.8M
Non-Disc.$28.9M
Employees5
Clients--
DateMar 2006
Total AUM$71.7M
Discretionary$42.8M
Non-Disc.$28.9M
Employees5
Clients--
DateSep 2005
Total AUM$76.5M
Discretionary$66.5M
Non-Disc.$10M
Employees5
Clients--
DateJun 2005
Total AUM$76.5M
Discretionary$66.5M
Non-Disc.$10M
Employees5
Clients--