MMA Asset Management LLC

RIASEC Registered

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 a privately held limited liability company that operates as a capital allocator for both individual/family and institutional clients. The firm is registered with the SEC (registered in 2010) and provides a mix of advisory services including financial planning, portfolio management for individuals and small businesses as well as for businesses and institutions, pension consulting support, and the selection of other advisers. MMA also conducts insurance-broker activity and is involved as a sponsor, general partner or managing member of pooled investment vehicles. The firm charges fees through a combination of percentage-of-AUM, hourly and fixed-fee arrangements, and it allocates to outside managers when appropriate. MMA is not identified as an active ESG investor.