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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| BMB Advisers LLC
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|---|---|
| CRD # | 118410 |
| SEC # | 801-61120 |
| CIK # | |
| AUM | $523.1 M (2025-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 310-734-1234 |
| Address | 11100 Santa Monica Blvd Los Angeles, CA 90025 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 30 | 502.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.1 |
| (h) Charitable organizations | 2 | 18.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 64 | 523.1 |
| By Discretionary | ||
| Discretionary | 64 | 523.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 64 | 523.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 523.1 | |
| Total | 64 | 523.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BBVA Global Wealth Advisors Inc
✚
|
FL | 0.5 |
|
Nvest Financial LLC
✚
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NH | 0.5 |
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Harvey Capital Management Inc
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FL | 0.5 |
|
Premier Wealth Advisors LLC
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|
NY | 0.5 |
|
Highmark Wealth Management LLC
✚
|
MN | 0.5 |
|
Brooklyn Investment Group LLC
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|
NY | 0.5 |
|
Signalpoint Asset Management LLC
✚
|
MO | 0.5 |
|
Castle Rock Wealth Management LLC
✚
|
CA | 0.5 |
|
Blue Barn Wealth LLC
✚
|
UT | 0.5 |
|
Fairfield Bush & Co
✚
|
CT | 0.5 |