Mma Asset Management LLC

MMA Asset Management LLC is a registered investment adviser firm established in 2009 and headquartered in Conshohocken, PA. The firm provides discretionary and non-discretionary investment advisory services on a fee basis, with annual fees typically ranging between negotiable and 1.25% based on the market value of assets under management. Clients can also opt for financial planning and consulting services on a separate fee basis. The firm offers services to various clients, including employer-sponsored retirement plans, corporations, not-for-profit institutions, foundations, endowments, and charities. Investment strategies employed by the firm include long-term purchases, short-term purchases, and trading, with a focus on individual equity and fixed income securities, mutual funds, and exchange-traded funds. The firm may utilize long and short mutual funds and/or ETFs for specific investment strategies. Clients have the option to engage the firm on a non-discretionary basis, where transactions require prior client consent. The firm's fee structure is tiered based on the market value of assets under management, with fees charged quarterly in advance. Clients may have their advisory fees deducted from their custodial account. MMA Asset Management LLC does not receive performance-based fees and does not vote client securities. The firm has not made any material changes to its business practices since March 30, 2024.