Bma Advisors, LLC

Bma Advisors, LLC (CRD# 124299) is a financial advisory firm headquartered in , . They manage $17,807,934 in 85 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.bmaadvisors.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $209,505
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, NJ, OR

Financial Advisors at Bma Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Glenn Andrews, financial advisor La Quinta CA
Glenn S. Andrews
CRD#: 1517629
La Quinta, CA

Glenn Andrews (CRD# 1517629) is an Investment Advisor Representative working at Bma Advisors, LLC in La Quinta, CA and has over 35 years of experience in the finance industry.

2
Daniel Burns, financial advisor Newberg OR
Daniel R. Burns
CRD#: 1374442
Newberg, OR

Daniel Burns (CRD# 1374442) is an Investment Advisor Representative working at Bma Advisors, LLC in Newberg, OR and has over 29 years of experience in the finance industry.

3
Brian Stead, financial advisor La Quinta CA
Brian W. Stead
CRD#: 2757353
La Quinta, CA

Brian Stead (CRD# 2757353) is an Investment Advisor Representative working at Bma Advisors, LLC in La Quinta, CA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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