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MMA ASSET MANAGEMENT LLC
CRD 155426 · SEC 801-71975
161 WASHINGTON STREET, SUITE 1200, CONSHOHOCKEN, PA, 19428, United States
Phone
610-684-3200
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$787.8M
Discretionary AUM
$401.9M
Team
19 total employees; 18 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; BASED ON ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 134 | $39.3M |
| High net worth individuals | 148 | $290.6M |
| Pension/profit sharing plans | 8 | $416.6M |
| Charitable organizations | 5 | $9.4M |
| Corporations/business entities | 6 | $31.9M |
States served
VT, AZ, CA, CO, DE, DC, GA, ID, KS, KY, MD, MA, MI, MN, MT, NE, NV, NJ, NY, NC, OH, OK, PA, SC, TN, UT, VA, WI, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD