MMA Asset Management LLC

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Client assets under management

$329,937,371

Clients

282

52% high-net worth

Advisors

of 19 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Very Low

Average account size

$1,169,991

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Main office location

MMA Asset Management LLC

161 Washington Street, Suite 1200

Conshohocken PA 19428, United States

Number of offices

Most active in

Arizona · California · Colorado · Delaware · District of Columbia · Florida · Georgia · Idaho · Kansas · Kentucky · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Jersey · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 610-684-3200

Advisors at this firm

Paul L

CFP®, Series 63, Series 65

Conshohocken, PA

MMA Asset Management LLC

Eugene W

Series 66

Conshohocken, PA

MMA Asset Management LLC

Michael H

Series 63, Series 65

Conshohocken, PA

MMA Asset Management LLC

Nathaniel E

CFA®, Series 63

Conshohocken, PA

MMA Asset Management LLC

Kathleen K

Series 63, Series 65

Conshohocken, PA

MMA Asset Management LLC

Bradley P

CFA®, Series 66

Conshohocken, PA

MMA Asset Management LLC

Melaina M

Series 65

Conshohocken, PA

MMA Asset Management LLC

Derrick H

CFP®, Series 63

Minneapolis, MN

MMA Asset Management LLC

James H

Series 63, Series 65

Conshohocken, PA

MMA Asset Management LLC

Patrick R

Series 63, Series 65

Conshohocken, PA

MMA Asset Management LLC

Andrew B

Series 66

Greensboro, NC

MMA Asset Management LLC

Samuel H

Series 66

Conshohocken, PA

MMA Asset Management LLC

Sean B

Series 65

Conshohocken, PA

MMA Asset Management LLC

Joseph B

Series 63, Series 66

Conshohocken, PA

MMA Asset Management LLC

John T

Series 63, Series 65

Conshohocken, PA

MMA Asset Management LLC

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