Eight Tower Bridge
Suite 1200
Conshohocken, Pennsylvania 19428
Tel: 610-684-3200
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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