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| BBJS Financial Advisors LLC
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| |
|---|---|
| CRD # | 115969 |
| SEC # | 801-121432 |
| CIK # | 0001966040 |
| AUM | $259.9 MM (2024-07-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 206-682-4840 |
| Address | 1501 Fourth Avenue, Suite 2880 Seattle, WA 98101 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| TEAM | 48,821.5 | 67.3 | |
| NVDA | 399,550.0 | 3.2 | |
| AMT | 117,747.1 | 0.8 | |
| VTR | 20,428.4 | 0.8 | |
| CCCS | 5,667.7 | 0.8 | |
| CCI | 73,004.8 | 0.8 | |
| PLD | 88,071.4 | 0.8 | |
| ESS | 17,249.2 | 0.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 18.4 |
| (b) Individuals (high net worth individuals) | 30 | 240.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 80 | 259.9 |
| By Discretionary | ||
| Discretionary | 72 | 256.3 |
| Non-Discretionary | 8 | 3.6 |
| Total | 80 | 259.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 259.9 | |
| Total | 80 | 259.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001966040] |
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|---|---|---|
|
Taylor Securities Inc
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|
TN | 0.3 |
|
Letson Investment Management Inc
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GA | 0.3 |
|
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GKV Capital Management Co Inc
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Cannon Beach Consultants Inc
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Tate Wealth Management
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V2 Financial Group LLC
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IL | 0.3 |