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- Custodian
- Amalgamated Bank · Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-10-2010
- Office Locations
- 4
Office Locations
About MMA Asset Management LLC
Marsh McLennan Agency Midwest advises employers and industry operators on insurance, risk management, and employee health & benefits programs, with a focus on reducing cost drivers through deep industry expertise. The team publishes market observations and compliance guidance and delivers education such as OSHA 10-hour training. Notable niche capability: healthcare safety consulting led by experienced nurses/clinicians for patient and employee risk.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
KIMBERLY LYNN BLACKMORE
Chief Financial Officer, DIRECTOR, Finop, Operations Principal
- CRD
- #2219307
- Ownership
- Less than 5%
Craig J Reid
Chief Executive Officer, DIRECTOR, President, Retirement Plan Advisor
- CRD
- #6280558
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Juan David Arbelaez-calad
--
- CRD
- #7196887
JOSEPH EUGENE BARTNICKI
--
- CRD
- #2501032
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $401,892,240 | $718,949 |
| Non-Discretionary | $385,926,063 | $192,963,032 |
| Total | $787,818,303 | $1,404,311 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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