BHJ WEALTH ADVISORS
  • BHJ WEALTH ADVISORS
  • BROOKS, HUGHES & JONES, INC.
  • BROOKS, HUGHES & JONES

Adviser Profile

As of Date 10/20/2023
Registration status Terminated
ADV Location GIG HARBOR, WA, United States
Contact Info 253 xxxxxxx
Websites
AUM* 152,105,928 -13%
of that, discretionary 152,105,928 -13%
Number of Employees 3 50%
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 5,245,032 884%
% High Net Worth 65.48% 3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

174M 149M 124M 100M 75M 50M 25M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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