Alegria Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$39,156,524
Total clients
44
20% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
15
Average account size
$889,921
About
Alegria Asset Management (BBM Financial Services, Inc. dba Alegria Asset Management) serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses, providing investment management, financial planning, retirement plan consulting, and insurance/annuity products. As of March 2025 the firm reports managing about $37.6 million across roughly 44 client relationships.
The firm uses the Vision2020 Wealth Management Platform and advisor-managed portfolio tools (with execution and custody services routed through Pershing) to construct portfolios of mutual funds, ETFs, stocks and bonds, and allows clients to impose reasonable investment restrictions. Clients may elect discretionary or non-discretionary management, and the majority of assets are managed on a non-discretionary basis (roughly $33.3M non-discretionary versus $4.3M discretionary).
Alegria stands apart from many peers by combining RIA advisory services with broker-dealer registration and insurance agency activities: its advisory representatives are registered representatives of Osaic Wealth and licensed insurance agents, the firm maintains affiliations with other advisers, and it provides retirement plan consulting services to ERISA plans and plan fiduciaries. Those affiliations — including required use of Osaic’s clearing relationships, wrap and non-wrap program structures, and an economic benefit from Osaic that may be subject to forgiveness tied to production — are disclosed and represent potential conflicts of interest clients should weigh when comparing firms.
Client services
Expertise
Fee options
Financial planning packages at $500, $750, and $1,150 for Levels 1, 2, and 3 respectively
$0 - $250,000: 1.25% annually $250,001 - $500,000: 1.10% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.70% annually $2,000,001+: 0.50% annually
Advisory Representatives also act as registered representatives of Osaic Wealth and may receive commissions on securities and insurance products sold separately
$200 per hour for limited scope consulting and Retirement Plan Consulting Services
Account minimum: $10,000 Fee-only: Financial planning packages: $500, $750, $1,150; hourly rate $200/hour; Retirement Plan Consulting Services at $200/hour
Main office location
Alegria Asset Management
1440 N. 16 Th Ave., #2
Yakima WA 98902, United States
Number of offices
1
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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