BBJS FINANCIAL ADVISORS, LLC

Overview

Bbjs Financial Advisors, LLC is an independent registered investment adviser that concentrates on financial planning and portfolio management for individuals, families and small businesses. The firm’s strategy centers on equity-focused portfolios delivered primarily through exchange-traded vehicles, with an emphasis on liquid, publicly traded securities supplemented by selective alternative exposures. Bbjs combines discretionary portfolio oversight with hourly planning engagements, and its service mix reflects a hybrid advisor that serves both individual/family and smaller institutional clients. The adviser is structured as a limited liability company and operates under an owner-managed model. Its business footprint includes accounting services in addition to advisory work, which suggests an integrated client approach that blends tax and financial planning inputs with portfolio management decisions. Fee arrangements include percentage of AUM for ongoing management and hourly charges for planning or consulting work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices