MPM Financial Corporation

Overview

MPM Financial Corporation is a small, non-independent retail registered investment adviser that serves individual and family clients while also operating as an insurance broker. The firm charges fees based on a percentage of assets under management and identifies itself as a capital allocator that can select outside managers. Its advisory coverage includes portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm does not position itself as an active ESG investor and is not described as a multi-state adviser. MPM maintains an affiliation with a broker-dealer and appears to rely on third-party vehicles rather than an extensive proprietary investment platform. Its business mix blends advisory work with insurance brokerage, which suggests a client service model that combines investment oversight with insurance distribution.

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Public Holdings

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Location & Offices