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Mtm Financial Group, Llc

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 $367,200,000 in assets under management and provides investment advisory services for 1844 clients. There are currently 9 financial advisors at the firm.


General Information

Firm CRD#:   147221
SEC#:   801-97342
Assets under Management:   $367,200,000
No. of Clients:   1844
No. of Advisors:   9
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting Services, Publication of Periodicals or Newsletters, Educational seminars/workshops
Fee Structure:   A percentage of AUM, Fixed fees

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