Overview
Assets Under Management: $525 million
Headquarters: SPARTANBURG, SC
High-Net-Worth Clients: 210
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 210
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.62
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,011
Discretionary Accounts: 965
Non-Discretionary Accounts: 46
Regulatory Filings
CRD Number: 297500
Last Filing Date: 2024-03-15 00:00:00
Website: https://mtminvest.com