RIA Intel›Advisers›Washington›BBM FINANCIAL SERVICES, INC.

BBM FINANCIAL SERVICES, INC.

Advisory

YAKIMA, WA

Data as of Apr 16, 2026 · Source: SEC Form ADV

Average account

$739K

across 53 accounts

AUM per adviser

$13M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 16, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$39M

Discretionary AUM$5M

Non-Discretionary AUM$34M

Discretionary %12.2%

Total Clients44

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

44 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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WILLIAMS 360 FINANCIAL ADVISORY, LLC

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