BP
CFA

Bradley Pennington Pike

12 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
17 advisors
Number of Clients
303 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$715.2M

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$10,000
Hourly Rate:$250 - $750/hr

MMA Asset Management's fees are negotiable and determined through a fixed annual fee, per capita fee, asset-based fees, or hourly fees. They generally require a minimum annual fee of $10,000 to provide ongoing investment advisory services. Their hourly fees range between $250 and $750 per hour. Expenses such as travel will be billed separately at cost, unless otherwise agreed to.

Areas of Practice
Retirement Planning
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Advisor Information

Office location

101 Huntington Ave, Suite 401, Boston, MA, 02199

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bradley is one of four members of Fowler Equities, LLC and 22 South Haddon LLC, both commercial rental real estate companies, spending minimal time maintaining these properties. He also works as a Portfolio Manager at MMA Asset Management LLC (about 10-20% of his time) and conducts non-investment related business activities for Marsh & McLennan Agency LLC (about half his time).

Employment History
Current Registrations
Mma Asset Management LLC
January 2020 - Present · 6 yrs
Mma Securities LLC
May 2019 - Present · 6 yrs 8 mos
Previous Registrations
Centurion Asset Management, LLC
October 2016 - December 2019 · 3 yrs 2 mos
The Centurion Group, LLC
August 2016 - December 2019 · 3 yrs 4 mos
Apexium Financial LP
May 2016 - December 2017 · 1 yr 7 mos
Citrin Cooperman Wealth Management, LP
March 2016 - December 2017 · 1 yr 9 mos
Villanova Financial Services, INC.
May 2011 - December 2012 · 1 yr 7 mos
Commerce Capital Markets, INC.
October 2002 - May 2004 · 1 yr 7 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.