BMA Advisors, LLC

RIASEC Registered
Total AUM
$24.3M
Discretionary
$24.3M
100% of AUM
Avg account
$219K
Accounts
111
Employees
4
Advisory reps
4

Firm details

Headquarters
,
CRD number
124299
Fee structure
Percentage of AUM
Client types
  • Individuals66.6%
  • HNWI33.4%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

BMA Advisors, LLC is a small, fee-based advisory boutique focused on discretionary portfolio management for individuals and small businesses. The firm’s asset allocation shows a clear equity tilt: the bulk of client assets are held in exchange-traded equities, reflecting a preference for liquid, market-traded instruments that support tactical shifts and tax management. BMA Advisors uses third-party managers for alternative exposure, specifically hedge funds, and supplements core equity positions with mutual funds where appropriate. The firm does not position itself as an ESG-focused manager. Service delivery is oriented toward individual and family clients, with an owner-operated structure and a hands-on approach to portfolio implementation. Given the modest scale of assets under management, the firm is positioned as a regional advisor serving mass-affluent relationships rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 5%, US Government Bonds 1%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents5%
  • US Government Bonds1%

Contacts

3 of 4
  • Daniel Burns

    Daniel Burns

    Co-Portfolio ManagerCRD 1374442

  • Glenn Andrews

    Glenn Andrews

    Portfolio ManagerCRD 1517629

  • Ami Arnold

    Ami Arnold

    OperationsCRD 2861239

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth