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: mmacenturion.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 a hybrid advisory and insurance broker-dealer that manages both individual and institutional portfolios with a clear tilt toward pooled public fund vehicles. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and institutions, and also offers pension consulting and selection-of-other-advisers services. It serves a mix of clients and acts as a capital allocator, using both in-house management and third-party managers. MMA shows a preference for public funds and ETFs as the backbone of client portfolios, while supplementing core equity and bond exposure with allocations to alternative asset strategies. The firm’s business model includes insurance brokerage activity and relationships that position it to deliver multi-product solutions across liquid public markets and less-liquid alternative strategies.