BMA Advisors

Financial Services • La Quinta, California, United States • 1-10 Employees

Company overview

Headquarters	57510 Black Diamond, La Quinta, California 92253, US
Website	bmaadvisors.com
NAICS	52
Employees	1-10

Key Contact at BMA Advisors

Byron Stead

Managing Director and Co-Portfolio Manager

BMA Advisors Email Formats

BMA Advisors uses 1 email format. The most common is {first initial} (e.g., j@bmaadvisors.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@bmaadvisors.com	100%

About BMA Advisors

BMA Advisors, LLC is a fee-based California registered investment advisor (RIA). Our primary focus is the safeguarding and preservation of our clients’ capital through the designing and managing of conservative investment portfolios. We do not outsource managers or sub-out accounts. BMA employs an investment strategy that is value disciplined with a quantitative and qualitative approach; having a strong bias toward the securities of major domestic companies as well as government and municipal securities. We strongly advocate and seek positive cash-flows for our client’s investment accounts. All of our client portfolios are individually tailored to the clients’ financial objectives, suitability, and time horizons with a singular objective of generating absolute returns while attempting to avoid undue idiosyncratic and systematic risk.

BMA Advisors revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding