Mtm Financial Group, LLC
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Overview
Mtm Financial Group, LLC operates as a financial advisory company based in Bethlehem, Pennsylvania. The company has $377.8 million in assets across 2,120 accounts, placing it among the bigger financial advisory firms in the United States by assets under management (AUM). The company has a small group, including 8 financial advisors. Mtm Financial Group, LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like options, bonds and equities.
Mtm Financial Group, LLC oversees all of the company's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell judgments for the client's account without requiring client authorization. The advisory firm administers about $178,208 for each account. An average financial advisor at Mtm Financial Group, LLC administers around 265 client accounts.
The firm's central office is at 4505 Hanoverville Road, Bethlehem, Pennsylvania 18020. The company is permitted to provide services to investors throughout a few states, including Delaware, Florida, New Jersey, North Carolina, Pennsylvania, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mtm Financial Group, LLC by the Numbers
$377.8 million
10
2,120
$178.2 thousand
Products and Services
Mtm Financial Group, LLC provides a variety of services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. In the past fiscal year, Mtm Financial Group, LLC provided financial planning services to 1000 of its clients. The firm is not involved in selling products or offering services apart from investment advisory services to its investment advisory accounts. Mtm Financial Group, LLC is also affiliated with one or more other companies in the financial services industry, including with a broker-dealer or securities dealer.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically vary depending on the financial services provided. Fees billed by the company can include the following fee types: asset-based, hourly or fixed. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Mtm Financial Group, LLC caters to retail investors and high net worth investors. Out of its 2,120 clients, Mtm Financial Group, LLC's largest client type by number of accounts is retail investors, but it also caters to 137 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 15.59%
- Other Individuals - 84.41%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mtm Financial Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Mtm Financial Group, LLC
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
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