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Bma Advisors, LLC (Rolling Hills Estates)


Bma Advisors, LLC is an adviser based in Rolling Hills Estates. It manages $5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004.

Bma Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bma Advisors: assets under management

The assets under management (AUM) of Bma Advisors, LLC is $5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bma Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rolling Hills Estates

The principal office where Bma Advisors, LLC performs its advisory services is located at 672 C Silver Spur Road, Rolling Hills Estates, CA 90274, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-544-3545 or by fax 310-544-6626. The normal business hours are 1-4 p.m. on Monday - Friday.


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