Overview
Assets Under Management: $621 million
Headquarters: BETHLEHEM, PA
High-Net-Worth Clients: 326
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 326
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.53
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 3,167
Discretionary Accounts: 3,167
Regulatory Filings
CRD Number: 147221
Last Filing Date: 2025-01-24 00:00:00
Website: https://askmtm.com