MPM Financial Corporation

RIAState Registered
Total AUM
$31.4M
Discretionary
$31.4M
100% of AUM
Avg account
$209K
Accounts
150
Employees
1
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 43%, Cash & Cash Equivalents 6%, Non-Exchange Traded Equities 1%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities43%
  • Cash & Cash Equivalents6%
  • Non-Exchange Traded Equities1%

Owners & executives

FINTRX

Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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