Mma Trust Company (Goshen)

Mma Trust Company is a large advisory firm based in Goshen. It manages $647.24 million of regulatory assets for 1,200 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Florida, and 11 other states.

Mma Trust Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mma Trust Company: assets under management

The assets under management (AUM) of Mma Trust Company is $647.24 million. The firm's AUM has grown by 862% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $645.93 million in discretionary accounts and $1.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $542.8 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $131.26 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mma Trust Company for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Trust Company

Howard L Brenneman has been acting as President since 1 May 2001. Inc. Mma Holdings joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Howard L Brenneman	Director	1 May 2001	Other	4399601
Rodney Dean Diller	President/ceo/director	1 May 2001	Other	3237186
James E Beitler	Director/treasurer	1 May 2001	Other	4399604
Ronald B Schertz	Director/vice president	1 May 2001	Other	4399605
Shirley H Showalter	Director/secretary	1 May 2001	Other	4399606
Mennonite Mutual Aid Association	Shareholder	1 May 2001	75% - 100%	35-6059333
Wendell Todd Miller	Trust officer	1 May 2001	Other	4400449
Rodney D Diller	President/director	1 May 2001	Other	3237186
Christina Ann Becker	Trust officer	1 Dec 2002	Other	4643357
Todd A Holsopple	Director of charitable, investment, and trust administration	1 Jul 2004	Other	5652927
Philip Ray Zimmerman	Chief compliance officer	1 Oct 2004	Other	4329742
Philip R Zimmerman	Chief compliance officer	1 Oct 2004	Other	4329742
Steven Lee Garboden	Director/chair	1 Nov 2005	Other	4329738
Larry D Miller	Director/chair	1 Jan 2007	Other	5287852
Melvin Louis Claassen	Chief financial officer	1 Jun 2008	Other	4578844
William S Hartman	Director of fiduciary relationship management	1 Jan 2009	Other	4609361
Inc. Mma Holdings	Shareholder	1 Jan 2009	75% - 100%	26-3734671
Inc. Mma Holdings	Owner	1 Jan 2010	75% - 100%	26-3734671
Larry Grant Massanari	Director	1 Jan 2010	Other	5751983

Based in Goshen

The principal office where Mma Trust Company performs its advisory services is located at 1110 North Main Street, Goshen, IN 46528 The mailing address of the firm is Po Box 483, Goshen, IN 46527. It doesn’t run an office outside of the United States.