Stephen
Michalski

Bmb Advisers LLC

CRD#4516989
Investment Advisor
in Los Angeles, CA

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About this Advisor

Stephen Michalski is a financial advisor based in Los Angeles, California, working with Bmb Advisers LLC. Stephen has previously held positions at Freedman Broder & Co and Bmb Advisers, LLC. Stephen has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Stephen is part of Bmb Advisers LLC, which operates out of Los Angeles, California. The firm has 3 employees and manages assets totaling $457.1 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Bmb Advisers LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11100 Santa Monica Blvd. Suite 400
Los Angeles, CA 90025

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Bmb Advisers LLC Brokerage Details

Total Assets Under Management

$457,141,793

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

62

CA Average: 3,727
Average Account Size

$7,373,255

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Stephen Michalski Work History

1999 - Present (25 years)

Bmb Advisers, LLC

1985 - Present (39 years)

Freedman Broder & Co

Disclosures

Please visit the SEC profile of Stephen Michalski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bmb Advisers LLC

Debra Bonseigneur
Los Angeles, CA
Stephen Michalski
Los Angeles, CA
William Broder
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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