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- Custodian
- Fidelity/NFS · RBC · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-08-2000
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 29, 2026, reported AUM increased 25.4%, from $523.1M to $655.8M.
Across 5 reported observations, AUM increased 56.0% between April 13, 2022 and March 29, 2026, from $420.3M to $655.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 34 clients, or 11.3 clients per representative. That equates to $19.3M in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on March 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full BMB Advisers LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIAM CHARLES BRODER
Managing Member, President
- CRD
- #4516987
- Ownership
- 50% but less than 75%
DEBRA JOAN BONSEIGNEUR
--
- CRD
- #4516988
- Ownership
- 10% but less than 25%
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| 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
SMA allocation detail is available
BMB Advisers LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.