Brooks, Moore & Associates, Inc.

Brooks, Moore & Associates, Inc.

Chattanooga, Tennessee

Brooks, Moore & Associates, Inc., headquartered in Chattanooga, TN, is a distinguished small investment advisory firm serving a diverse clientele. With over 70 individual clients and an impressive $268,113,000 in assets under management, they offer comprehensive financial solutions tailored to meet each client's unique needs. As a leading investment advisory firm, Brooks, Moore & Associates, Inc. prides itself on its ability to manage a wide range of portfolios, including employer funds, 401Ks, and individual accounts, representing nearly 30% of their assets under management. Remarkably, 96% of the assets they oversee are discre...see more

Assets Under Mgmt

$268.11M

Investment Professionals

3

Locations

0

% 401K & Individual

5%

% Discretionary

96%

Compensation Structure

  • A percentage of assets under your management
  • Fixed Fees

Services Provided Section

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Reviews for Brooks, Moore & Associates, Inc.

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