Brooks, Moore & Associates

EST. AUM
$348,861,070

CONTACTS
3

CLIENT ACCOUNTS
348

Firm Details

Metro area Chattanooga
CRD Number 105716
Website brooksmoore.net
Client types

Overview

Brooks, Moore & Associates, Inc. is a registered investment advisory firm founded in 1986. The firm manages investment portfolios for individuals, trusts, retirement plans, and charitable accounts. BMA is a fee-only investment manager, meaning the only compensation the firm receives is the management fee paid by its clients. One of the firm's strengths is understanding and quantifying client objectives with the purpose of building or transitioning a client's portfolio to reflect those objectives. Because every client is unique, each portfolio is tailored to meet the specific needs of that individual or organization. The firm takes a disciplined, long-term approach to the investment markets. The client's objectives are combined with the firm's investment experience to guide the investment process. BMA's commitment to its clients is a confidential relationship based on the highest level of integrity. Its mandate is to always put its clients' interests first in every aspect of the business.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Brooks, Moore & Associates

Platform Details

Investment Preferences

Alternative Activity

Address

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