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MMA ASSET MANAGEMENT LLC
CRD 155426File 801-71975
APPROVED
Retail clients
Disclosure events
Filing as of Jun 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$787.8M
Above cohort median (national)
Discretionary AUM
$401.9M
Non-discretionary $385.9M
Clients
301
561 accounts
Employees
19
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 10, 2010
- Principal office
- 161 WASHINGTON STREET, SUITE 1200, CONSHOHOCKEN, PA, 19428
- Phone
- 610-684-3200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $787.8M
- Discretionary AUM
- $401.9M
- Non-discretionary AUM
- $385.9M
- Discretionary accounts
- 559
- Non-discretionary accounts
- 2
- Total accounts
- 561
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $31.9M |
| Charitable organizations | 5 | $9.4M |
| High net worth individuals | 148 | $290.6M |
| Pension and profit sharing plans | 8 | $416.6M |
| Individuals (other than high net worth individuals) | 134 | $39.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — BASED ON ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D1
- Q11D4
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.