Bbk Wealth LLC
Bbk Wealth LLC (CRD# 311324) is a financial advisory firm headquartered in Fishers, IN. They manage $30,254,604 in 186 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management30MILLION
-
Total Number of Accounts186ACCOUNTS
-
Average Account Value$162,659
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Bbk Wealth LLC
1
Brandon Gregg (CRD# 6388715) is an Investment Advisor Representative working at Bbk Wealth LLC in Fishers, IN and has over 9 years of experience in the finance industry.
2
Tyler Smith (CRD# 5549158) is an Investment Advisor Representative working at Bbk Wealth LLC in Fishers, IN and has over 15 years of experience in the finance industry.
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