CONSHOHOCKEN, PACRD 155426Latest ADV March 27, 2026
Mma Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Conshohocken, PA. Its latest Form ADV filing, dated March 27, 2026, reports $788M in regulatory assets under management, 19 employees, 3 offices, and 561 accounts.
Assets Under Management
$788M
Employees
19
Offices
3 offices
Total Clients
301
Primary office
CONSHOHOCKEN, PA
161 WASHINGTON STREET, SUITE 1200, CONSHOHOCKEN, PA, United States
Top client segmentHNWI represent 49.2% of total clients.
Top client categories% of clientsClients
1
HNWI
49.2%
148
2
Individuals
44.5%
134
3
Pension Plans
2.7%
8
4
Corporations
2.0%
6
5
Charitable
1.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$788Mas of March 27, 2026
Discretionary51.0%
$402M
51% of total RAUM51.0%
Non-discretionary49.0%
$386M
49% of total RAUM49.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$788M
Total Accounts561
10Y AUM Change+$393M (+99.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee16:1
10Y Employee Change+8 (+72.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.