Bjurman, Barry & Associates (Los Angeles)


Bjurman, Barry & Associates is a large advisory firm based in Los Angeles. It manages $342.54 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Logo

Bjurman, Barry & Associates provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bjurman, Barry & Associates: assets under management

The assets under management (AUM) of Bjurman, Barry & Associates is $342.54 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $342.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.23 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bjurman, Barry & Associates for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Owen Thomas Barry Trustee 1 Mar 1998 25% - 50% 2236811
George Andrew Bjurman Trustee 1 Mar 2003 50% - 75% 2246508

Based in Los Angeles

The principal office where Bjurman, Barry & Associates performs its advisory services is located at 2049 Century Park East, Los Angeles, CA 90067, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 310-553-6577 or by fax 310-553-4150. The normal business hours are 7:00 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.bjurman.com.