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MTM FINANCIAL GROUP, LLC
CRD 147221 · SEC 801-97342
4505 HANOVERVILLE ROAD, BETHLEHEM, PA, 18020, United States
Phone
610-746-7007
Fax
610-746-2407
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$771.6M
Discretionary AUM
$771.6M
Team
16 total employees; 9 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3259 | $689.1M |
| High net worth individuals | 14 | $78.4M |
| Charitable organizations | 3 | $4.2M |
States served
DE, NJ, NC, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD