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Building 2MMA ASSET MANAGEMENT LLC

Map pinCONSHOHOCKEN, PA
Phone610-684-3200
NotebookSEC #801-71975
Total AUM
$787.8M
Employees
19
Clients
301

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
161 WASHINGTON STREET
SUITE 1200
CONSHOHOCKEN
PA 19428
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
610-684-3200
Other Offices
3

ReceiptFinancials

Total AUM
$787.8M
Accounts
561
Discretionary
$401.9M
Accounts
559
Non-Discretionary
$385.9M
Accounts
2

ContactClients

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Individual Clients
134
AUM
$39.3M
HNW Individual Clients
148
AUM
$290.6M
Pension/Profit Sharing Plan Clients
8
AUM
$416.6M
Charitable Organization Clients
5
AUM
$9.4M
Corporation or Business Clients
6
AUM
$31.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
BASED ON ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCACODCDEFLGAIDKSKYMAMDMIMNMOMTNCNENJNVNYOHOKPASCTNTXUTVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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