MTM Financial Group, LLC

RIASEC RegisteredEst. 2015

Total AUM

$772M

Discretionary

$772M

100% of AUM

Avg account

$236K

Accounts

3,276

Employees

Advisory reps

Firm details

Headquarters: Bethlehem, Pennsylvania
CRD number: 147221
Registered since: June 1, 2015
Website: www.morethanmoneyonline.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals89.3%
HNWI10.16%
Charitable Organizations0.54%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

MTM Financial Group, LLC is an SEC-registered advisory firm (registration since 2015) structured as a limited liability company and owned by an individual. It serves both individual and family clients as well as institutional accounts. The firm operates across advisory and non-advisory roles: financial planning, portfolio management for individuals, small businesses and institutions, pension consulting-related services, and educational publications and seminars. It also acts in broker-dealer and insurance-broker capacities and provides accounting services. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. MTM does not position itself as an ESG investor, and it does not identify as a multi-state or newly formed adviser.