MMA ASSET MANAGEMENT LLC
SEC RegisteredIt can take a lot of work to reach goals, reduce risk, and protect your finances. Marsh McLennan Agency can help you manage it all.
About the firm
Marsh McLennan Agency, a business of Marsh (NYSE: MRSH), is a leading provider of business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions across the US and Canada. With 15,000 colleagues and more than 300 office locations, it combines community-focused local expertise with the resources of global leader Marsh.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Marsh McLennan Agency offers wealth management, asset management, business insurance, employee health and benefits, retirement and wealth planning, and private client insurance solutions. Wealth management services include one-on-one advisory, personalized investment management, comprehensive financial planning, and protection planning. Business insurance services include analytics and benchmarking, casualty, captives and alternative risk, claims management, and business income and contingent business interruption planning.
Who they serve
Businesses and individuals seeking insurance, wealth management, employee benefits, and risk management solutions across the US and Canada.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 134 | $39M |
| High Net Worth Individuals | 148 | $291M |
| Charitable Organizations | 8 | $417M |
| State/Municipal Entities | 5 | — |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
18 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MMA ASSET MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.