RIA Intel›Advisers›Pennsylvania›MMA ASSET MANAGEMENT LLC

MMA ASSET MANAGEMENT LLC

Advisory

N·CONSHOHOCKEN, PA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$788M

1-Year AUM Growth

+37.9%

3-Year CAGR

+16.3%

Employees

18

Assets Under Management

Total AUM$788M

Discretionary AUM$402M

Non-Discretionary AUM$386M

Discretionary %51%

Total Clients303

Team

Total Employees18

Investment Advisers19

Employee Growth (1Y)+13.3%

Filing History

Total Filings on Record36

First FilingNov 5, 2010

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 36 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MMA ASSET MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.