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MTM INVESTMENT MANAGEMENT, LLC
CRD 297500 · SEC 801-113650
812 EAST MAIN STREET, SPARTANBURG, SC, 29302, United States
Phone
864-582-7000
Fax
864-582-5135
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$678.1M
Discretionary AUM
$639.1M
Team
8 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 176 | $43.3M |
| High net worth individuals | 238 | $614.3M |
| Pension/profit sharing plans | 10 | $18.0M |
States served
GA, LA, NY, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD