MTM FINANCIAL GROUP, LLC - Financial Advisor in Pennsylvania, Bethlehem

Tel: 610-746-7007 4505 Hanoverville Road Bethlehem, Pennsylvania 18020

About MTM FINANCIAL GROUP, LLC

MTM FINANCIAL GROUP, LLC is a Bethlehem, Pennsylvania based financial advisory firm with nearly $620,658,505 in assets under management and provides investment advisory services for 3167 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

147221

Firm SEC#:

801-97342

Assets Under Management:

$620,658,505

No. of Clients:

3167

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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