Alegria Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alegria Asset Management (BBM Financial Services, Inc. d/b/a Alegria) provides investment management, financial planning and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm reports managing about $39.16 million for roughly 44 clients and also sells annuities and insurance products as licensed insurance agents and registered representatives.
The firm relies on an asset-allocation and mutual fund–centric approach delivered through its Vision2020 Wealth Management Platform and advisory consultations, and it uses both fundamental and technical analysis in portfolio construction. Most client assets are managed on a non-discretionary basis (approximately $34.37M non-discretionary versus $4.78M discretionary), and retirement plan consulting is offered on an hourly basis with the firm acting as a fiduciary for some services.
Alegria’s business structure is notable for several uncommon affiliations: its advisory representatives are registered representatives of a broker‑dealer (Osaic Wealth), the firm maintains formal ties with Osaic’s advisory programs and other affiliated advisers, and it provides pension/retirement consulting services—each of which can introduce additional revenue streams such as commissions or program incentives. The brochure discloses these arrangements (including incentive loans and program production goals) and the potential for related conflicts of interest, which clients are encouraged to discuss with the firm.
Client services
Expertise
Fee options
Financial planning flat fees vary: Level 1 - $750; Level 2 - $1,000; Level 3 - $1,250; A la carte services $150/hour with a $500 minimum
$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
Firm and representatives may receive commissions from securities and insurance product sales through Osaic Wealth, a broker-dealer
$200 per hour for hourly planning engagements and Retirement Plan Consulting Services
Account minimum: $10,000 Fee-only: Hourly charges at $200 per hour for limited scope engagements; Retirement Plan Consulting Services billed hourly at $200 per hour; Financial planning fees range from $150/hour to flat fees from $750 to $1,250 depending on plan level
Main office
1440 N. 16th Ave
Yakima WA 98902
Advisors at this office
3
Most active in
Washington
Also doing business as
Alegria Asset Management · Bbm Financial Services, Inc.
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.
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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
Advisors at this firm
Steven P
Series 63, Series 65
Yakima, WA
Alegria Asset Management
Steven Pilger is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with BBM Financial Services, Inc. since 1987 and OSAIC since 1989. He serves on the board of directors for Comprehensive Healthcare in Yakima, WA, and also acts as an independent insurance agent specializing in life, accident, and health insurance. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a technology-driven investment process combining risk assessment, asset allocation, and portfolio optimization.
Kevin G
CFP®, Series 66
Yakima, WA
Alegria Asset Management
Kevin Good is a Certified Financial Planner® with 10 years of industry experience, currently serving as a principal at Alegria Asset Management. He has been with OSAIC since 2015 and also works as a substitute instructor in the Business Technology and Accounting program at Perry Technical Institute. Additionally, he serves as a board member at the Yakima Country Club, where he advises on the Green's Committee. Alegria Asset Management provides investment management, financial planning, retirement plan consulting, and insurance products to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $37.6 million across about 44 client relationships and integrates RIA advisory services with broker-dealer registration and insurance agency activities.
Craig M
Series 63, Series 65
Yakima, WA
Alegria Asset Management
Craig Mendenhall is a financial advisor with Alegria Asset Management in Yakima, WA, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been associated with BBM Financial Services, Inc. and Alegria Asset Management since 1975 and has prior experience with New England Mutual Life Insurance dating back to 1976. Outside of advisory services, he owns and operates BBM Financial Services, which provides third-party administrator services for ERISA retirement plans. Alegria Asset Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by offering investment management, financial planning, retirement plan consulting, and insurance/annuity products. The firm uses the Vision2020 Wealth Management Platform and manages portfolios primarily on a non-discretionary basis, combining RIA advisory services with broker-dealer and insurance agency activities.
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