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Home > Retirement Planners > tennessee > chattanooga > BROOKS, MOORE & ASSOCIATES, INC.
BROOKS, MOORE & ASSOCIATES, INC.
3905 Saint Elmo Avenue
Chattanooga, Tennessee 37409-1239
Tel: 423-756-8628
About BROOKS, MOORE & ASSOCIATES, INC.
BROOKS, MOORE & ASSOCIATES, INC, formally registered with the SEC as BROOKS, MOORE & ASSOCIATES, INC. The firm was established in 04/10/1986. They have over 1 offices throughout the country.
BROOKS, MOORE & ASSOCIATES, INC. is a Chattanooga, Tennessee based Financial Planning firm with nearly $285,520,661 assets under management, offering retirement planning & investment advisory services to 319 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105716 |
| SEC# | 801-26708 |
| Assets Managed by Firm | $285,520,661 |
| No. of Clients | 319 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 319 | $285,520,661 |
| Individuals (other than high net worth individuals) | 73 | $19,138,586 |
| High net worth individuals | 97 | $233,614,964 |
| Charitable organizations | Fewer than 5 clients | $6,511,271 |
| Corporations or other businesses | 12 | $26,255,840 |
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