MTM Investment Management, LLC
Firm details
- Headquarters
- Spartanburg, South Carolina
- CRD number
- 297500
- Registered since
- July 20, 2018
- Website
- www.mtminvest.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.59%
- Individuals6.38%
- Pension & Profit Sharing Plans2.65%
- Charitable Organizations0.37%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
MTM Investment Management, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2018) and operates as a capital allocator for both individual/family and institutional clients. Its advisory model is fee-based, charging a percentage of assets under management, and its stated advisory activities include portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. MTM does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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 Funds55%
- Exchange Traded Equities33%
- US Government Bonds7%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 276Active vs passive
$189M in ETFs
79%
$150M
21%
$39.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF (TCAF) | T. Rowe Price | Active | Large Blend | $12.7M | 300,565 | 6.72% |
Location
Spartanburg, SC
Spartanburg
Location
Spartanburg, SC
Headquartered in Spartanburg, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.
- Metro area
- Greenville-Spartanburg-Anderson, SC
- Region
- South
- County
- Spartanburg
- Address
- 812 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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