# MMA ASSET MANAGEMENT LLC

MMA ASSET MANAGEMENT LLC of CONSHOHOCKEN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 155426
- Type: SEC-registered investment adviser
- SEC file number: 801-71975
- Location: 161 WASHINGTON STREET, SUITE 1200, CONSHOHOCKEN, PA, 19428
- Phone: 610-684-3200
- Latest filing: 2026-06-30
- Regulatory AUM: $787.8M
- Discretionary AUM: $401.9M
- Non-discretionary AUM: $385.9M
- Clients: 19
- Accounts: 561

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Brent Patrick Nicks | ACTING CHIEF COMPLIANCE OFFICER | — |
| Kimberly Lynn Blackmore | FINANCIAL AND OPERATIONS PRINCIPAL; FINANCIAL AND OPERATIONS PRINCIPAL, DIRECTOR | — |
| Judith Ann Weinstock | CHIEF COMPLIANCE OFFICER, CHIEF COUNSEL, AND DIRECTOR | — |
| Craig J Reid | PRESIDENT, DIRECTOR | — |
| Paul George Liebezeit | PRESIDENT | — |
| NICKS BRENT PATRICK | ACTING CCO | — |
| LIEBOWITZ MARIANE ASHLEY | CHIEF COMPLIANCE OFFICER | — |
| BLACKMORE KIMBERLY LYNN | FINANCIAL AND OPERATIONS PRINCIPAL | — |
| LIEBEZEIT PAUL GEORGE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| HAGENEY JAMES GERARD | MANAGING MEMBER; MEMBER | — |
| BRODERICK KEVIN JAMES | MANAGING MEMBER; MEMBER | — |
| BARTNICKI JOSEPH EUGENE | MEMBER | — |
| REISINGER PATRICK STEWART | MEMBER | — |
| TURTON KEVIN DUANE | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (21)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2015-04-20 | regulatory | RESPONDENT SELF-REPORTED THAT BETWEEN 2010 AND 2014, RESPONDENT GIFTED TICKETS IN EXCESS OF $250.00 TO SPORTING EVENTS, CONCERTS, AND/OR GOLF TOURNAMENTS TO PERSONS, WHO WERE EMPLOYED BY IN-FORCE POLICY HOLDERS WHO PURCHASED INSURANCE THROUGH MMA AND/OR RESPONDENT WHICH WERE NOT SPECIFIED IN THE CON… | Final | $50K |
| 2014-05-21 | regulatory | ON OR ABOUT JANUARY 2010 THROUGH THE FIRST TWO QUARTERS OF 2013, RESPONDENT MISREPRESENTED THE EMPLOYEE CENSUS DATA OF INSURED AS TO THE ACTUAL NUMBER OF WORKERS EMPLOYED OUTSIDE OF NEW JERSEY. | Final | $15K |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155426/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155426/similar
- Related entities: https://search.stillhousedata.com/firm/155426/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155426

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.