Overview
Assets Under Management: $621 million
Headquarters: BETHLEHEM, PA
High-Net-Worth Clients: 326
Average Client Assets: $1 million
Frequently Asked Questions
MTM FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147221), MTM FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
MTM FINANCIAL GROUP, LLC is headquartered in BETHLEHEM, PA.
MTM FINANCIAL GROUP, LLC serves 326 high-net-worth clients according to their SEC filing dated January 24, 2025. View client details ↓
According to their SEC Form ADV, MTM FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
MTM FINANCIAL GROUP, LLC manages $621 million in client assets according to their SEC filing dated January 24, 2025.
According to their SEC Form ADV, MTM FINANCIAL GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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