Active
MTM FINANCIAL GROUP, LLC
Investment Advice|BETHLEHEM, PA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$620.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 620.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 147221 |
| SEC Number | 801-97342 |
| Street Address | 4505 HANOVERVILLE ROAD |
| Location | BETHLEHEM, PA 18020 |
| Country | United States |
| Phone | 610-746-7007 |
| Fax | 610-746-2407 |
| Total Employees | 10 |
Client Count by Type (1,212 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 885 |
| High Net Worth Individual… | 326 |
| Charitable Organizations | 1 |
Community Partners
BOROUGH OF WILSON
CITY OF BETHLEHEM
CITY OF EASTON
COUNTY OF NORTHAMPTON
TOWNSHIP OF HANOVER
TOWNSHIP OF LEHIGH
TOWNSHIP OF WASHINGTON
TOWNSHIP OF WILLIAMS
BOROUGH OF WILSON
CITY OF BETHLEHEM
CITY OF EASTON
COUNTY OF NORTHAMPTON
TOWNSHIP OF HANOVER
TOWNSHIP OF LEHIGH
TOWNSHIP OF WASHINGTON
TOWNSHIP OF WILLIAMS
BOROUGH OF WILSON
CITY OF BETHLEHEM
CITY OF EASTON
COUNTY OF NORTHAMPTON
TOWNSHIP OF HANOVER
TOWNSHIP OF LEHIGH
TOWNSHIP OF WASHINGTON
TOWNSHIP OF WILLIAMS
Municipal Government
8 Active
8
Organizations
BETHLEHEM HOUSING AUTHORITY
BETHLEHEM TOWNSHIP MUNICIPAL AUTHORITY
EASTON SUBURBAN WATER AUTHORITY
THE EASTON AREA JOINT SEWER AUTHORITY
BETHLEHEM HOUSING AUTHORITY
BETHLEHEM TOWNSHIP MUNICIPAL AUTHORITY
EASTON SUBURBAN WATER AUTHORITY
THE EASTON AREA JOINT SEWER AUTHORITY
BETHLEHEM HOUSING AUTHORITY
BETHLEHEM TOWNSHIP MUNICIPAL AUTHORITY
EASTON SUBURBAN WATER AUTHORITY
THE EASTON AREA JOINT SEWER AUTHORITY
Special District
4 Active
4
Organizations
CAREER INSTITUTE OF TECHNOLOGY
COLONIAL INTERMEDIATE UNIT 20
LEHIGH VALLEY CHS FOR THE ARTS
CAREER INSTITUTE OF TECHNOLOGY
COLONIAL INTERMEDIATE UNIT 20
LEHIGH VALLEY CHS FOR THE ARTS
CAREER INSTITUTE OF TECHNOLOGY
COLONIAL INTERMEDIATE UNIT 20
LEHIGH VALLEY CHS FOR THE ARTS
School District
3 Active
3
Organizations
12 ALLIES NETWORK INC
27 NORTH 3RD STREET PRESERVATION GROUP
3RD NEW JERSEY VOLUNTEERS INC
482 FORKS OF THE DELAWARE CHAPTER OF TROUT UNLIMITED
491 MONOCACY CHAPTER OF TROUT UNLIMITED
AAU WRESTLING MIDDLE ATLANTIC DISTRICT
ABE INTERGROUP ASSOC OF ALCOHOLICS ANONYMOUS
ABRAHAMS INHERITANCE INC
ACCESS AMERICAN ASSOCIATES DEGREE EARLY CHILDHOOD EDUCATORS
ACTION RESEARCH NETWORK OF THE AMERICAS
Adult Life Inc
ADULT SKILLS QUEST
ADVOCATES FOR HEALTHY CHILDREN INC
AFRICANETWORK INC
AFROS IN NATURE
AGGREY MEMORIAL OLD STUDENT ASSOCIATION NORTH AMERICA
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
12 ALLIES NETWORK INC
27 NORTH 3RD STREET PRESERVATION GROUP
3RD NEW JERSEY VOLUNTEERS INC
482 FORKS OF THE DELAWARE CHAPTER OF TROUT UNLIMITED
491 MONOCACY CHAPTER OF TROUT UNLIMITED
AAU WRESTLING MIDDLE ATLANTIC DISTRICT
ABE INTERGROUP ASSOC OF ALCOHOLICS ANONYMOUS
ABRAHAMS INHERITANCE INC
ACCESS AMERICAN ASSOCIATES DEGREE EARLY CHILDHOOD EDUCATORS
ACTION RESEARCH NETWORK OF THE AMERICAS
Adult Life Inc
ADULT SKILLS QUEST
ADVOCATES FOR HEALTHY CHILDREN INC
AFRICANETWORK INC
AFROS IN NATURE
AGGREY MEMORIAL OLD STUDENT ASSOCIATION NORTH AMERICA
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
12 ALLIES NETWORK INC
27 NORTH 3RD STREET PRESERVATION GROUP
3RD NEW JERSEY VOLUNTEERS INC
482 FORKS OF THE DELAWARE CHAPTER OF TROUT UNLIMITED
491 MONOCACY CHAPTER OF TROUT UNLIMITED
AAU WRESTLING MIDDLE ATLANTIC DISTRICT
ABE INTERGROUP ASSOC OF ALCOHOLICS ANONYMOUS
ABRAHAMS INHERITANCE INC
ACCESS AMERICAN ASSOCIATES DEGREE EARLY CHILDHOOD EDUCATORS
ACTION RESEARCH NETWORK OF THE AMERICAS
Adult Life Inc
ADULT SKILLS QUEST
ADVOCATES FOR HEALTHY CHILDREN INC
AFRICANETWORK INC
AFROS IN NATURE
AGGREY MEMORIAL OLD STUDENT ASSOCIATION NORTH AMERICA
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
AGLOW INTERNATIONAL
Nonprofit Organization
1271 Active
1271
Organizations
Community Partners65 organizations
COUNTY OF NORTHAMPTON
Municipal Government·EASTON
TOWNSHIP OF WASHINGTON
Municipal Government·BANGOR
BETHLEHEM TOWNSHIP MUNICIPAL AUTHORITY
Special District·BETHLEHEM
EASTON SUBURBAN WATER AUTHORITY
Special District·EASTON
THE EASTON AREA JOINT SEWER AUTHORITY
Special District·EASTON
CAREER INSTITUTE OF TECHNOLOGY
School District·EASTON
COLONIAL INTERMEDIATE UNIT 20
School District·EASTON
LEHIGH VALLEY CHS FOR THE ARTS
School District·BETHLEHEM
12 ALLIES NETWORK INC
Nonprofit Organization·Walnutport
27 NORTH 3RD STREET PRESERVATION GROUP
Nonprofit Organization·Easton
3RD NEW JERSEY VOLUNTEERS INC
Nonprofit Organization·Bethlehem
482 FORKS OF THE DELAWARE CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·EASTON
491 MONOCACY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·BETHLEHEM
AAU WRESTLING MIDDLE ATLANTIC DISTRICT
Nonprofit Organization·EASTON
ABE INTERGROUP ASSOC OF ALCOHOLICS ANONYMOUS
Nonprofit Organization·BETHLEHEM
ABRAHAMS INHERITANCE INC
Nonprofit Organization·bethlehem
ACCESS AMERICAN ASSOCIATES DEGREE EARLY CHILDHOOD EDUCATORS
Nonprofit Organization·Bethlehem
ACTION RESEARCH NETWORK OF THE AMERICAS
Nonprofit Organization·Bethlehem
Adult Life Inc
Nonprofit Organization·Bethlehem
ADULT SKILLS QUEST
Nonprofit Organization·Easton
ADVOCATES FOR HEALTHY CHILDREN INC
Nonprofit Organization·BETHLEHEM
AFRICANETWORK INC
Nonprofit Organization·Bethlehem
AFROS IN NATURE
Nonprofit Organization·BETHLEHEM
AGGREY MEMORIAL OLD STUDENT ASSOCIATION NORTH AMERICA
Nonprofit Organization·Bethlehem
AGLOW INTERNATIONAL
Nonprofit Organization·Easton
AGLOW INTERNATIONAL
Nonprofit Organization·Easton
AGLOW INTERNATIONAL
Nonprofit Organization·Easton
AGLOW INTERNATIONAL
Nonprofit Organization·EASTON
AIDSNET
Nonprofit Organization·BETHLEHEM
AIME CAREERS
Nonprofit Organization·Bethlehem
AIRE SOS INC
Nonprofit Organization·Bethlehem
AIR FORCE ASSOCIATION
Nonprofit Organization·Bethlehem
ALLENTOWN AREA SWING DANCE SOCIETY
Nonprofit Organization·Easton
ALLENTOWN DIOCESAN UNION HOLY NAME SOCIETIES
Nonprofit Organization·Bethlehem
ALLENTOWN SOCIETY OF MAGICIANS INC
Nonprofit Organization·Bethlehem
ALLIANCE FOR SUSTAINABLE COMMUNITIES-LEHIGH VALLEY INC
Nonprofit Organization·Easton
ALPHA ALPHA ALPHA
Nonprofit Organization·Bethlehem
ALPHA CHI SIGMA FRATERNITY COLLEGIATE CHAPTER
Nonprofit Organization·Bethlehem
ALPHA EPSILON PI FRATERNITY
Nonprofit Organization·Bethlehem
ALPHA EPSILON PI FRATERNITY
Nonprofit Organization·Bethlehem
ALPHA OMEGA EPSILON SORORITY BETA LAMBDA CHAPTER
Nonprofit Organization·Bethlehem
ALPHA OMICRON PI FRATERNITY INC
Nonprofit Organization·Bethlehem
ALPHA PHI OMEGA
Nonprofit Organization·Bethlehem
ALPHA PI MU ASSOCIATION
Nonprofit Organization·Bethlehem
ALTEMOSE FAMILY FOUNDATION
Nonprofit Organization·BETHLEHEM
ALTONA CEMETERY CO
Nonprofit Organization·BETHLEHEM
ALUMNAE ASSOCIATION OF ST LUKES HOSPITAL SCHOOL OF NURSING
Nonprofit Organization·Bethlehem
ALUMNI ASSOCIATION OF MORAVIAN COLLEGE INC
Nonprofit Organization·Bethlehem
ALUMNI VARSITY E CLUB OF EASTON
Nonprofit Organization·EASTON
ALWAYS ON MISSION
Nonprofit Organization·Bethlehem
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Bethlehem
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Bethlehem
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Bethlehem
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Easton
American Association Of University Women
Nonprofit Organization·Bethlehem
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Easton
AMERICAN ASSOC OF PHYSICIANS OF INDIAN ORIGIN LV
Nonprofit Organization·BETHLEHEM
AMERICAN CHIROPRACTIC REHABILITATION BOARD
Nonprofit Organization·Bethlehem