Mtm Financial Group, LLC is a large advisory firm based in Bethlehem. It manages $224 million of regulatory assets for 1,544 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Florida, New Jersey, and Pennsylvania.
Mtm Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mtm Financial Group, LLC is $224 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mtm Financial Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Mtm Financial Group is individuals with 385 clients and $170.4 million of assets under management. Among the 9 most similar advisory firms, Mtm Financial Group has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $224 million for 431 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Mtm Financial Group doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Mtm Financial Group, LLC performs its advisory services is located at 4505 Hanoverville Road, Bethlehem, PA 18020, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-746-7007 or by fax 610-746-2407. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at morethanmoneyonline.com.