Mma Capital Management, Inc. (Goshen)

Name: Mma Capital Management, Inc.
Address: 1110 N Main St, Goshen, IN, 46528
Telephone: 574-533-9511

Mma Capital Management, Inc. is a large advisory firm based in Goshen. It manages $647.1 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Indiana.

Mma Capital Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. 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 Capital Management: assets under management

The assets under management (AUM) of Mma Capital Management, Inc. is $647.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $647.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $107.85 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mma Capital Management, 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 Capital Management, Inc.

Melvin Louis Claassen has been acting as President since 1 Jun 2008. Inc. Mma Holdings joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Delmar Kay King	Asst treas	1 Jun 1971	Other	2120075
Marlo Jay Kauffman	Asst secretary	1 May 1994	Other	2432286
Sidney Alan Richard	Asst vice pres	1 Aug 1997	Other	4329740
Philip Ray Zimmerman	Asst sec/chief compliance officer	1 Jan 2000	Other	4329742
Larry D Miller	President/director	1 Jan 2007	Other	5287852
George F Merryman	Asst treas	1 Jan 2007	Other	5287858
Melvin Louis Claassen	Treas/chief financial officer/director	1 Jun 2008	Other	4578844
Jaime Eduardo Alvarez	Secretary/director	1 Jun 2008	Other	5186976
Rodney D Diller	Vice president/director	1 Jun 2008	Other	3237186
David C. Gautsche	Assistant vice president/director	1 Jun 2008	Other	4262667
Inc. Mma Holdings	Owner	1 Dec 2008	75% - 100%	26-3734671

Based in Goshen

The principal office where Mma Capital Management, Inc. performs its advisory services is located at 1110 N Main St, Goshen, IN 46528 The mailing address of the firm is P.O. Box 483, Goshen, IN 46527. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 574-533-9511 or by fax 574-533-5264. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.mma-online.org.