Mma Asset Management LLC
MMA Asset Management LLC is a registered investment adviser firm established in 2009 and headquartered in Conshohocken, Pennsylvania. It is SEC-regulated and provides discretionary investment management and retirement consulting services to a broad range of institutional clients, including pension plans, publicly traded and privately held companies, non-profits, and private equity-owned organizations. The firm is known for its fiduciary responsibility, transparent fee structures, and client-focused approach. MMA Asset Management LLC employs approximately 15 people.
Investment Strategy
MMA Asset Management LLC delivers objective, strategic investment advice as a fiduciary to its institutional clients. The firm emphasizes rigorous, honest partnership, tailoring retirement consulting and investment advisory services to each client’s unique needs. Its approach involves custom asset allocation, risk management, and progressive planning, aiming for long-term growth and retirement readiness, with a commitment to transparent, conflict-free advice and extraordinary outcomes for clients of all sizes.
Top Holdings
Equity Positions (162)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVE | ISHARES TR | 10.82% | $28.2M | 144,401 | $171.54 | $195.42 | -$809.6K |
S SPYG | SPDR SERIES TRUST | 9.66% | $25.2M | 264,362 | $70.20 | $95.32 | +$31.0K |
G GOVT | ISHARES TR | 4.77% | $12.4M | 540,907 | $22.95 | $22.98 | +$6.0M |
I IVV | ISHARES TR | 4.17% | $10.9M | 17,517 | $524.91 | $620.90 | -$1.3M |
S SPLG | SPDR SERIES TRUST | 2.96% | $7.7M | 106,046 | $68.89 | $72.69 | +$872.2K |