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MMA ASSET MANAGEMENT LLC

Eight Tower Bridge
Suite 1200
Conshohocken, Pennsylvania 19428
Tel: 610-684-3200

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About MMA ASSET MANAGEMENT LLC

MMA ASSET MANAGEMENT LLC, formally registered with the SEC as MMA ASSET MANAGEMENT LLC. The firm was established in 11/10/2010. They have over 3 offices throughout the country.

MMA ASSET MANAGEMENT LLC is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $638,385,367 assets under management, offering retirement planning & investment advisory services to 534 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#155426
SEC#801-71975
Assets Managed by Firm$638,385,367
No. of Clients534
No. of Advisors17

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total534$638,385,367
Individuals (other than high net worth individuals)137$48,819,312
High net worth individuals131$229,342,255
Pension and profit sharing plans6$336,561,242
Corporations or other businesses5$23,662,558

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VANGUARD GLOBAL ADVISERS, LLC
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$432,749,681,046153262
VANGUARD ADVISERS, INC.
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SEI INVESTMENTS MANAGEMENT CORP
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Oaks, PA, 19456
$194,796,322,01393301411

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