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MPM FINANCIAL CORPORATION

CRD 309695

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$30.0M

Discretionary AUM

$30.0M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-02-20

Disciplinary history

No

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  • SEC IAPD

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  • FINRA BrokerCheck

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Services

Portfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals56$15.1M
High net worth individuals10$14.8M

All web addresses on file

Official SEC filing: View on IAPD