4505 Hanoverville Road
Bethlehem, Pennsylvania 18020
Tel: 610-746-7007
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 147221 |
SEC# | 801-97342 |
Assets Managed by Firm | $620,658,505 |
No. of Clients | 3167 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3167 | $620,658,505 |
Individuals (other than high net worth individuals) | 885 | $235,850,232 |
High net worth individuals | 326 | $381,908,273 |
Charitable organizations | 1 | $2,900,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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