# Alegria Asset Management

> Alegria Asset Management is a state-registered investment advisory firm in Yakima, WA, registered since 1997, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.

- CRD: 117125
- Filed as: ALEGRIA ASSET MANAGEMENT
- Legal name: BBM Financial Services, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Yakima, WA
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117125
- AdvisorCensus page: https://advisorcensus.com/firm/alegria-asset-management-yakima-wa-117125

## Quick answers

**How is Alegria Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Alegria Asset Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Alegria Asset Management located?**
Alegria Asset Management's principal office is in Yakima, WA, according to its Form ADV.

**Is Alegria Asset Management registered with the SEC or a state?**
Alegria Asset Management is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 117125.

**How much does Alegria Asset Management manage?**
Alegria Asset Management reports $39,156,524 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (12% discretionary).

**What types of clients does Alegria Asset Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (9).

**Does Alegria Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117125

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $39,156,524
- Discretionary: $4,784,172
- Non-discretionary: $34,372,352

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $26,986,654 |
| High net worth individuals | 9 | $12,169,870 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 1997 (29 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [alegriaadvisors.com](https://alegriaadvisors.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alegria Asset Management (CRD 117125): Form ADV filing data as of October 2026.