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., LPL FINANCIAL LLC
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 organized as an LLC and active since 2010. The firm operates as a capital allocator to both individual/family and institutional clients, combining financial planning and portfolio management with insurance brokerage activity. Its advisory services cover portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. MMA also appears in several industry roles beyond pure advisory work—its filings indicate affiliations with broker-dealers, commodity program sponsors or managers (CPO/CTA), insurance companies, and sponsor/GP roles for pooled investment vehicles. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee and other structures. MMA does not position itself as an active ESG investor.