Mma Advisory Services, Inc. (Baltimore)

Mma Advisory Services, Inc. is a large advisory firm based in Baltimore. It manages $535.07 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Maryland.

Mma Advisory Services provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mma Advisory Services: assets under management

The assets under management (AUM) of Mma Advisory Services, Inc. is $535.07 million. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $347 million in discretionary accounts and $188.07 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $173.5 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $31.34 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mma Advisory Services, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mma Advisory Services, Inc.

Robert Joseph Banks has been acting as President since 1 Jun 1988. Charles Maitland Pinckney joined the executive team most recently as the President/Director.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 4 indirect owners.

Based in Baltimore

The principal office where Mma Advisory Services, Inc. performs its advisory services is located at The Pier Iv Building, Baltimore, MD 21202, which is also the mailing address of the firm. An additional office of the firm is in Tampa, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 443-263-2900 or by fax 410-727-5387. The normal business hours are 8:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at www.mmafin.com.

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