|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| MMA Asset Management LLC
✚
|
|
|---|---|
| CRD # | 155426 |
| SEC # | 801-71975 |
| CIK # | 0001842667 |
| AUM | $715.2 M (2025-06-06) |
| Employees | 17 (94% Investors, 88% Brokers) |
| Phone | 610-684-3200 |
| Address | 161 Washington Street Conshohocken, PA 19428 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 4.3 | ||
| Microsoft Corp | 3.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 156 | 54.6 |
| (b) Individuals (high net worth individuals) | 134 | 255.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 372.0 |
| (h) Charitable organizations | 3 | 8.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 25.1 |
| (n) Other | 0 | 0.0 |
| Total | 555 | 715.2 |
| By Discretionary | ||
| Discretionary | 552 | 364.8 |
| Non-Discretionary | 3 | 350.4 |
| Total | 555 | 715.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 715.2 | |
| Total | 555 | 715.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001842667] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mayfair Advisory Group LLC
✚
|
AL | 0.7 |
|
Market Street Wealth Management LLC
✚
|
PA | 0.7 |
|
GSG Advisors LLC
✚
|
NJ | 0.7 |
|
Whitaker-Myers Wealth Managers Ltd
✚
|
OH | 0.7 |
|
Advisors Management Group Inc
✚
|
WI | 0.7 |
|
Barry Investment Advisors LLC
✚
|
MA | 0.7 |
|
Trifecta Capital Advisors LLC
✚
|
IL | 0.7 |
|
Retirement Fund Management LLC
✚
|
GA | 0.7 |
|
Porter White Investment Advisors Inc
✚
|
AL | 0.7 |
|
Market Street Wealth Management Advisors LLC
✚
|
IN | 0.7 |