B
$655.8M Total AUM
$655.8M Disc. AUM
17.6% 3Y CAGR
3 Employees
34 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · RBC · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-08-2000
- Office Locations
- 1
Office Locations
11100 Santa Monica Blvd. Suite 400 LOS Angeles CA
About BMB Advisers LLC
BMB Advisers LLC is a LOS Angeles-based RIA. The firm has been operating for 26 years. Managing $655.8M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS and RBC.
Team overview
-- AVG AGE
$218.6M AVG AUM / ADVISOR
$19.3M AVG AUM / CLIENT
26.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
26yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WILLIAM CHARLES BRODER
Managing Member, President
- CRD
- #4516987
- Ownership
- 50% but less than 75%
Available
Available
Available
D
DEBRA JOAN BONSEIGNEUR
--
- CRD
- #4516988
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $655,752,715 | $9,235,954 |
| Non-Discretionary | $0 | -- |
| Total | $655,752,715 | $9,235,954 |
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Separately Managed Accounts
Total SMA Asset: Available
Municipal Bonds:
Available U.S. Government/Agency:
Available Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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