MPM Financial Corporation
Firm details
- Headquarters
- ,
- CRD number
- 309695
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.87%
- Individuals39.13%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
MPM Financial Corporation is organized as a corporation and operates as a non-independent retail registered investment adviser with an owner-managed structure. The firm serves individual and family clients and charges fees based on a percentage of assets under management. In addition to advisory services, MPM acts as an insurance broker and identifies, selects, and supervises third‑party managers on behalf of clients. Its stated advisory activities include portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Filings indicate MPM positions itself as a capital allocator rather than a purely direct-manager shop; it does not present itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities43%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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