MTM INVESTMENT MANAGEMENT, LLC

812 East Main Street
Spartanburg, South Carolina 29302
Tel: 864-582-7000

About MTM INVESTMENT MANAGEMENT, LLC

MTM INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as MTM INVESTMENT MANAGEMENT, LLC. The firm was established in 07/20/2018. They have over 1 offices throughout the country.

MTM INVESTMENT MANAGEMENT, LLC is a Spartanburg, South Carolina based Financial Planning firm with nearly $525,134,885 assets under management, offering retirement planning & investment advisory services to 1011 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297500
SEC#	801-113650
Assets Managed by Firm	$525,134,885
No. of Clients	1011
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1011	$525,134,885
Individuals (other than high net worth individuals)	219	$52,651,998
High net worth individuals	177	$441,263,481
Pension and profit sharing plans	9	$28,995,604
Charitable organizations	Fewer than 5 clients	$2,223,802

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GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20

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