Bbm Financial Services, Inc.
- Regulatory AUM
- $39.2M
- Discretionary
- $4.8M
- Clients
- 44
- Avg AUM / client
- $890K
- Accounts
- 53
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 35 | $27.0M | 68.9% |
| High net worth individuals | 9 | $12.2M | 31.1% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Legacy Fruit, Llc 401(k) Plan And Trust Legacy Fruit, Llc | 2024 | |
| Underwood Fruit And Warehouse Retirement Savings Plan Underwood Fruit And Warehouse Company, Llc | 2024 | |
| Gilbert Orchards Inc 401(k) Plan Gilbert Orchards, Inc | 2024 | |
| Wa Las Restaurant 401(k) Plan Emerald City Pizza, Llc | 2024 | |
| Yakima Fruit & Cold Storage Co. 401(k) Yakima Fruit & Cold Storage Inc | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig Boyd Mendenhall | Registered representative | Jun 1997 (29y) | ||
| Steven James Pilger | Registered representative | Jun 1997 (29y) | ||
| Kevin Good | Registered representative | CFP | Sep 2015 (11y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Legacy Fruit, Llc 401(k) Plan And Trust | Legacy Fruit, Llc | 477 | $8.8M | 01/01/2024 |
| Underwood Fruit And Warehouse Retirement Savings Plan | Underwood Fruit And Warehouse Company, Llc | 705 | $10.7M | 01/01/2024 |
| Gilbert Orchards Inc 401(k) Plan | Gilbert Orchards, Inc | 489 | $3.3M | 01/01/2024 |
| Wa Las Restaurant 401(k) Plan | Emerald City Pizza, Llc | 815 | $12.7M | 01/01/2024 |
| Yakima Fruit & Cold Storage Co. 401(k) | Yakima Fruit & Cold Storage Inc | 224 | $1.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/16/2026 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 16, 2026.
View current Form ADV (SEC/IAPD) ↗