MMA ASSET MANAGEMENT LLC: Your Trusted Financial Expert
MMA ASSET MANAGEMENT LLC is a leading financial firm that provides expert financial services to their clients. With years of experience and a team of highly qualified advisors, MMA ASSET MANAGEMENT LLC is the go-to choice for individuals and businesses seeking to grow and manage their wealth.
How does the advisor help clients – Key Takeaways:
– Guidance on investment strategies
– Portfolio management
– Risk assessment and diversification
– Retirement planning
– Tax planning
– Estate planning
– Financial education and advice
Facts and Insights
MMA ASSET MANAGEMENT LLC was founded in 2005 and has been in business for over 15 years. With a team of 50 advisors, the firm manages assets worth $10 billion for their clients. These figures are a testament to the firm’s expertise and reliability in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion | 50 | 15+ years |
Financial Services Offered
MMA ASSET MANAGEMENT LLC offers a range of financial services to meet the diverse needs of their clients. Their services include investment management, retirement planning, tax planning, estate planning, and financial education. They also provide personalized investment strategies to cater to the individual goals and risk tolerance of their clients.
Client Types
MMA ASSET MANAGEMENT LLC serves a variety of clients, including high net worth individuals, businesses, trusts, and foundations. Their expertise allows them to work with clients from different backgrounds and industries, providing customized solutions according to their unique financial needs.
Fees & Compensation
MMA ASSET MANAGEMENT LLC follows a fee-based compensation structure, where clients pay a percentage of their assets under management as a management fee. This ensures that the firm’s interests are aligned with their clients’ goals, promoting transparency and trust in the relationship.
Background
The team at MMA ASSET MANAGEMENT LLC consists of highly experienced and qualified advisors who come from diverse financial backgrounds. They have a strong understanding of the market and continuously stay updated with the latest financial trends and strategies. This enables them to provide sound advice and make informed decisions for their clients.
Financial Advisor Disclosures to Know
MMA ASSET MANAGEMENT LLC believes in complete transparency with their clients and follows the industry’s regulations and guidelines. They provide clients with all the necessary disclosure forms, including ADV, privacy policy, and fee schedule, to ensure transparency in their operations.
MMA ASSET MANAGEMENT LLC is committed to helping their clients achieve their financial goals and secure their financial future. Their expertise, experience, and dedication make them a top choice for individuals and businesses seeking trusted financial advice and management. Contact them today to see how they can help you achieve financial success.