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- Custodian
- Assetmark · Fidelity/NFS · Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2015
- Office Locations
- 1
Office Locations
About MMI Asset Management Services, LLC
MMI Asset Management Services is an independent, fee-only fiduciary RIA serving Michigan clients, focused on retirement planning through a personalized “LifeTime Financial Plan” and ongoing portfolio design and management tailored to each client’s risk, horizon, and goals. The firm is unaffiliated with any broker-dealer and does not sell commissionable products; portfolio management is delivered in partnership with a third-party asset management firm.
Team overview
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Investment Themes
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Owner & Executives
EDWARD GEORGE DEGALAN JR
Chief Compliance Officer, Investment Advisor, VICE PRESIDENT
- CRD
- #1060053
- Ownership
- 50% but less than 75%
TODD WARREN MEYER
Owner, President
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,929,999 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,929,999 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,929,999
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Non-Investment Grade | $2,181,886,513 | 100.0% |
| Total | $2,181,886,513 | 100.0% |