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 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 Status	Approved
Firm CRD#	155426
SEC#	801-71975
Assets Managed by Firm	$638,385,367
No. of Clients	534
No. of Advisors	17

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 Clients	AUM
Firm Total	534	$638,385,367
Individuals (other than high net worth individuals)	137	$48,819,312
High net worth individuals	131	$229,342,255
Pension and profit sharing plans	6	$336,561,242
Corporations or other businesses	5	$23,662,558

More Retirement Planning firms in Conshohocken, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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