B
$55.5M Total AUM
$53.9M Disc. AUM
-- 3Y CAGR
1 Employees
304 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-13-2013
- Office Locations
- 1
Office Locations
-- Beaverton OR
About B P Financial Associates, Llc.
B P Financial Associates, Llc. is a Beaverton-based RIA. The firm has been operating for 13 years. Managing $55.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
45 AVG AGE
$55.5M AVG AUM / ADVISOR
$182.6K AVG AUM / CLIENT
13.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BLAKE W PARRISH
Portfolio Manager, Senior Vice President
- CRD
- #5810547
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,900,000 | -- |
| Non-Discretionary | $1,600,000 | -- |
| Total | $55,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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