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MTM FINANCIAL GROUP, LLC

4505 Hanoverville Road
Bethlehem, Pennsylvania 18020
Tel: 610-746-7007

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About MTM FINANCIAL GROUP, LLC

MTM FINANCIAL GROUP, LLC, formally registered with the SEC as MTM FINANCIAL GROUP, LLC. The firm was established in 06/01/2015. They have over 1 offices throughout the country.

MTM FINANCIAL GROUP, LLC is a Bethlehem, Pennsylvania based Financial Planning firm with nearly $620,658,505 assets under management, offering retirement planning & investment advisory services to 3167 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#147221
SEC#801-97342
Assets Managed by Firm$620,658,505
No. of Clients3167
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total3167$620,658,505
Individuals (other than high net worth individuals)885$235,850,232
High net worth individuals326$381,908,273
Charitable organizations1$2,900,000

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