MMA Asset Management LLC
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
FINTRXOverview
MMA Asset Management LLC is a Delaware-style limited liability company operating as an insurance broker-dealer that also provides advisory services. Founded in 2010, the firm serves both individual & family clients and institutional accounts. Its advisory offering spans financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting support, and selection of other advisers. The firm uses a mix of fee arrangements — percentage of AUM, hourly and fixed fees — and is identified as a capital allocator that can sponsor or act as a GP/manager of pooled investment vehicles. MMA does not position itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities14%
- US Government Bonds5%
- Private Funds3%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1Judith Weinstock
Chief Compliance OfficerCRD 8096565
Contacts
3 of 20
Sean Bradley
Client Service RepresentativeCRD 7674971
Kevin Broderick
Investment AdvisorCRD 2470823
Eugene Weber
Senior Fiduciary Consultant - Retirement ServicesCRD 4278590
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 134Active vs passive
$297M in ETFs
89%
$263M
5%
$34.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $26.3M | 268,942 | 8.87% |
Location
Conshohocken, PA
Montgomery
Location
Conshohocken, PA
Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 161 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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