Mma Asset Management LLC

Assets Under Management

$715.2M

Number of Clients

303

Number of Advisors

17

Average Client AUM

$2.4M

AUM per Advisor

$42.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

MMA Asset Management offers investment advisory and consulting services to employer-sponsored retirement plans, corporations, not-for-profit institutions, foundations, endowments, and charities. Services include investment policy statement preparation, performance monitoring, and investment recommendations.

Fee Structure

Financial Planning:Investment management only
Annual Retainer:From $10,000/year
Hourly Rate:$250 - $750/hr
Areas of Practice
Retirement Planning
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Location

161 Washington Street, Suite 1200, Conshohocken, PA, 19428

17 Advisors at this firm

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