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Mma Investments, Inc. (Fisherville)


Mma Investments, Inc. is a large advisory firm based in Fisherville. It manages $755.26 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Kentucky and Massachusetts.

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Mma Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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 Investments: assets under management

The assets under management (AUM) of Mma Investments, Inc. is $755.26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $755.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $24.36 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mma Investments, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fisherville

The principal office where Mma Investments, Inc. performs its advisory services is located at 6287 Taylorsville Road, Fisherville, KY 40023, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 502-477-6864 or by fax 502-477-0288. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.mma-investments.com.


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