MTM FINANCIAL GROUP, LLC

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

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 Status	Approved
Firm CRD#	147221
SEC#	801-97342
Assets Managed by Firm	$620,658,505
No. of Clients	3167
No. of Advisors	10

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 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

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