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Home > Retirement Planners > pennsylvania > conshohocken > MMA ASSET MANAGEMENT LLC
MMA ASSET MANAGEMENT LLC
Eight Tower Bridge
Suite 1200
Conshohocken, Pennsylvania 19428
Tel: 610-684-3200
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 1 offices throughout the country.
MMA ASSET MANAGEMENT LLC is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $462,998,978 assets under management, offering retirement planning & investment advisory services to 113 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 155426 |
| SEC# | 801-71975 |
| Assets Managed by Firm | $462,998,978 |
| No. of Clients | 113 |
| No. of Advisors | 15 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 113 | $462,998,978 |
| Individuals (other than high net worth individuals) | 28 | $10,999,049 |
| High net worth individuals | 75 | $146,139,666 |
| Pension and profit sharing plans | 5 | $282,116,531 |
| Corporations or other businesses | 5 | $23,743,732 |
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|---|---|---|---|
| $6,649,219,111,273 | 208 | 675 | |
| $856,992,911,981 | 330 | 586 | |
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| $299,191,714,649 | 634470 | 2124 |
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