Overview
Assets Under Management: $525 million
Headquarters: SPARTANBURG, SC
High-Net-Worth Clients: 210
Average Client Assets: $3 million
Frequently Asked Questions
MTM INVESTMENT MANAGEMENT, 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 #297500), MTM INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MTM INVESTMENT MANAGEMENT, LLC is headquartered in SPARTANBURG, SC.
MTM INVESTMENT MANAGEMENT, LLC serves 210 high-net-worth clients according to their SEC filing dated March 15, 2024. View client details ↓
According to their SEC Form ADV, MTM INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MTM INVESTMENT MANAGEMENT, LLC manages $525 million in client assets according to their SEC filing dated March 15, 2024.
According to their SEC Form ADV, MTM INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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