MMA Asset Management LLC

RIASEC RegisteredEst. 2010

Total AUM

$788M

Discretionary

$402M

51% of AUM

Avg account

$1.4M

Accounts

561

Employees

Advisory reps

Firm details

Headquarters: Conshohocken, Pennsylvania
CRD number: 155426
Registered since: November 10, 2010
Website: www.marshmma.com
Custodians: AMALGAMATED BANK, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans52.88%
HNWI36.89%
Individuals4.99%
Corporations / Businesses4.05%
Charitable Organizations1.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

MMA Asset Management LLC is an SEC-registered investment adviser and insurance broker-dealer that combines financial planning and discretionary portfolio management for individuals, families, small businesses and institutions. The firm, formed for SEC registration in 2010, operates as a limited liability company with a domestic/individual ownership profile and positions itself as a capital allocator that selects third-party managers as part of its offering. Its advisory services span financial planning, portfolio management for private and institutional clients, pension consulting and manager selection. Compensation models include percentage-of-AUM fees alongside hourly and fixed-fee arrangements. MMA is also active in insurance brokerage and holds affiliations consistent with a multi-service boutique: broker-dealer relationships, other registered adviser roles, CPO/CTA involvement, and sponsor or managing-member activity for pooled investment vehicles. The firm does not identify as an active ESG investor and reports a non-multi-state advisory footprint.