|
⚲
|
| MT Asset Management LLC
✚
|
|
|---|---|
| CRD # | 147381 |
| SEC # | 801-69239 |
| CIK # | |
| AUM | $1.1 BB (2023-01-30) |
| Employees | 8 (38% Investors, 25% Brokers) |
| Phone | 212-850-8103 |
| Address | 1000 Route 34 Matawan, NJ 07747 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,012 | 1,131.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,012 | 1,131.1 |
| By Discretionary | ||
| Discretionary | 1,012 | 1,131.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,012 | 1,131.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,131.1 | |
| Total | 1,012 | 1,131.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sunbelt Securities Inc
✚
|
TX | 1.1 |
|
1834 Investment Advisors Co
✚
|
WI | 1.1 |
|
Linden Thomas Advisory Services LLC
✚
|
NC | 1.1 |
|
Waddell & Associates LLC
✚
|
TN | 1.1 |
|
Valley National Advisers Inc
✚
|
PA | 1.1 |
|
Cahaba Wealth Management Inc
✚
|
GA | 1.1 |
|
Mas Advisors LLC
✚
|
FL | 1.1 |
|
Hudson Valley Investment Advisors Inc
✚
|
NY | 1.1 |
|
Financial Security Advisory Inc
✚
|
VA | 1.1 |
|
CornerStone Wealth Group LLC
✚
|
NC | 1.1 |