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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| BBJS Financial Advisors LLC
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|---|---|
| CRD # | 115969 |
| SEC # | 801-121432 |
| CIK # | 0001966040 |
| AUM | $291.2 M (2025-03-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 206-682-4840 |
| Address | 1501 Fourth Avenue, Suite 2880 Seattle, WA 98101 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Atlassian Corp PLC | 60.4 | ||
| Nvidia Corp | 5.8 | ||
| Microsoft Corp | 3.4 | ||
| Babcock & Wilcox Co | 2.8 | ||
| Ventas Inc | 1.0 | ||
| Crown Castle International Corp | 0.9 | ||
| American Tower Corp /MA/ | 0.9 | ||
| AMB Property Corp | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 43.4 |
| (b) Individuals (high net worth individuals) | 27 | 245.9 |
| (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 | 1.9 |
| (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 | 85 | 291.2 |
| By Discretionary | ||
| Discretionary | 84 | 287.3 |
| Non-Discretionary | 1 | 3.9 |
| Total | 85 | 291.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 291.2 | |
| Total | 85 | 291.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001966040] |
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0.3 | |
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