Patrick Stewart Reisinger

Mma Asset Management LLC

30 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement Planning

Mma Asset Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

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

Annual Retainer:From $10,000/year

Hourly Rate:$250 - $750/hr

Location

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

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History

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.

Other Business Activities

Patrick is involved with MMA Asset Management, LLC, dedicating minimal time to consulting. He also spends nearly all of his time working for MMA Agency, an affiliate of MMA Securities LLC, supporting their health & benefits services.