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MT Asset Management LLC
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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) |
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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 |
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---|---|---|
Sunbelt Securities Inc
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|
TX | 1.1 |
1834 Investment Advisors Co
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WI | 1.1 |
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Waddell & Associates LLC
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Valley National Advisers Inc
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PA | 1.1 |
Cahaba Wealth Management Inc
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|
GA | 1.1 |
Mas Advisors LLC
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|
FL | 1.1 |
Hudson Valley Investment Advisors Inc
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NY | 1.1 |
Financial Security Advisory Inc
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VA | 1.1 |
CornerStone Wealth Group LLC
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|
NC | 1.1 |