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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-16-2004
- Office Locations
- 2
Office Locations
About BMA Advisors, LLC
BMA Advisors, LLC is a fee-based California RIA serving individuals, families, businesses and institutions. The firm provides wealth management, investment strategy/portfolio management, retirement planning, and income & legacy planning. Portfolios are individually tailored and managed in-house (no outsourced managers), with a conservative, value-disciplined approach focused on capital preservation and positive cash flows, emphasizing major U.S. companies and government/municipal securities.
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Investment Themes
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Owner & Executives
AMI ZANARINI ARNOLD
Owner
- CRD
- --
- Ownership
- 75% or more
GLENN SERGEI ANDREWS
Portfolio Manager, President
- CRD
- #1517629
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DANIEL ROBERT BURNS
Financial Professional
- CRD
- #1374442
BRIAN WALTER STEAD
Managing Director
- CRD
- #2757353
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,344,402 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,344,402 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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