BROOKS, MOORE & ASSOCIATES, INC.

HTTPS://WWW.BROOKSMOORE.NET CHATTANOOGA, TN Investment Advisor How do I update this listing?

Brooks, Moore & Associates is based out of Chattanooga. Brooks, Moore & Associates is a large advisory firm with 114 clients and discretionary assets under management (AUM) of $206,395,263 (Form ADV from 2018-12-12). Their last reported 13F filing for Q4 2018 included $99,340,000 in managed 13F securities and a top 10 holdings concentration of 32.03%. Brooks, Moore & Associates's largest holding is Abbott Laboratories with shares held of 73,112. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BROOKS, MOORE & ASSOCIATES, INC.
3905 SAINT ELMO AVENUE
CHATTANOOGA TN    37409-1239
Country: United States

Business Phone: 423-756-8628
Fax: 423-265-9436
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: TN
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 114
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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