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William Charles Broder

BMB Advisers LLC

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About William Charles Broder

William Charles Broder is an investment advisor representative registered in California. William Charles Broder is affiliated with BMB Advisers LLC. William Charles Broder's main office is located at 11100 Santa Monica Blvd., Suite 400, LOS ANGELES, CA 90025. William Charles Broder has 3 current registrations. William Charles Broder has been in the industry since 1965. William Charles Broder passed the Uniform Investment Adviser Law Examination in 1999. William Charles Broder is also a shareholder/officer of Freedman Broder & Company Accountancy Corp. and works full time for the accounting practice while also providing services to BMB Advisers, LLC.

Firm Information

William Broder is currently registered with BMB Advisers LLC. BMB Advisers LLC is a Los Angeles-based investment advisory firm that primarily serves high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm specializes in portfolio management and offers selection of other advisors services. BMB Advisers LLC manages approximately $457 million in assets.
BMB Advisers LLC

11100 SANTA MONICA BLVD.

LOS ANGELES, CA 90025

$457.14M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Broder’s Registration & Firm History

CA

03/08/2000 - Present

BMB Advisers LLC (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 11/22/1999

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Charles Broder.
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