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BMA ADVISORS, LLC
ROLLING HILLS ESTATES, CA
310-544-3545
SEC #801-62002Total AUM
$5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
672 C SILVER SPUR ROAD
ROLLING HILLS ESTATES
CA 90274
USA
ROLLING HILLS ESTATES
CA 90274
USA
Operating Hours
1-4 P.M.
Monday - Friday
Monday - Friday
Phone
310-544-3545
Financials
Total AUM
$5M
Accounts
1Discretionary
$5M
Accounts
1Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
None reported
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.