MTM FINANCIAL GROUP, LLC

MTM FINANCIAL GROUP, LLC is an SEC-registered investment adviser in BETHLEHEM, PA, registered since 2015. The firm manages approximately $772 million in...

MTM FINANCIAL GROUP, LLC

MTM FINANCIAL GROUP, LLC is an SEC-registered investment adviser in BETHLEHEM, PA, registered since 2015. The firm manages approximately $772 million in assets. It has 16 employees and 9 investment advisers.

General information

Firm type

Single Family Office

Year founded

—

AUM

Undisclosed

Location

Region

North America

Country

United States

City

—

Corporate office

United States

Who runs investment decisions at MTM Financial Group?

No named principals or investment professionals have been publicly attributed to MTM Financial Group. The firm does not maintain a public website, LinkedIn presence, or regulatory filings that identify management. Any decision-making structure is not observable from open sources.

Is MTM Financial Group structured as a single family office or multi-family office?

The limited liability company structure and lack of public marketing suggests a single-family office mandate, but no public disclosures confirm this. The firm's registration documents do not specify family office type.

Where does the underlying wealth come from?

The wealth origin for MTM Financial Group is not publicly disclosed. No founding family or principal has been identified in any publication, regulatory filing, or media report.

Does MTM Financial Group participate in fund commitments or direct deals?

No fund commitments, direct investments, or co-investments have been publicly attributed to MTM Financial Group. The firm's investment activity is not verifiable from any open source.

What sectors does MTM Financial Group typically target?

No sector preferences have been disclosed by the firm. Public records contain no information on industry focus, geographic concentration, or stage preferences.

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