B P FINANCIAL ASSOCIATES, LLC.

B P FINANCIAL ASSOCIATES, LLC. is an SEC-registered investment adviser (CRD 166548). Regulatory assets under management: $55.5M.

Registration

• CRD: 166548
• Type: Registered investment adviser
• Phone: 503-619-7237
• Latest filing: 2026-05-19
• Regulatory AUM: $55.5M
• Discretionary AUM: $53.9M
• Non-discretionary AUM: $1.6M
• Clients: 1
• Accounts: 237

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166548 on SEC IAPD (source of record)
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