A complete list of active advisors currently associated with Alegria Asset Management

Warmer can help you find a great advisor at Alegria Asset Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Alegria Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.