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| Happy Holidays!! thanks for using AUM13F!! |
| MTM Financial Group LLC
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| CRD # | 147221 |
| SEC # | 801-97342 |
| CIK # | 0001831416 |
| AUM | $620.7 M (2025-01-24) |
| Employees | 10 (80% Investors, 10% Brokers) |
| Phone | 610-746-7007 |
| Address | 4505 Hanoverville Road Bethlehem, PA 18020 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.0 | ||
| Lowes Companies Inc | 9.9 | ||
| Microsoft Corp | 9.1 | ||
| J P Morgan Chase & Co | 8.3 | ||
| Kinder Morgan Inc | 7.7 | ||
| Lilly Eli & Co | 7.5 | ||
| McKesson Corp | 7.4 | ||
| Broadcom Inc | 5.0 | ||
| Chevron Corp | 4.4 | ||
| Commerce Bancshares Inc /MO/ | 4.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 885 | 235.9 |
| (b) Individuals (high net worth individuals) | 326 | 381.9 |
| (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 | 1 | 2.9 |
| (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 | 3,167 | 620.7 |
| By Discretionary | ||
| Discretionary | 3,167 | 620.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,167 | 620.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 620.7 | |
| Total | 3,167 | 620.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001831416] |
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|---|---|---|
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FL | 0.6 |
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IL | 0.6 |
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MI | 0.6 |
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Broadview Financial Management LLC
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Materetsky Financial Group Inc
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Dividend Assets Capital LLC
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OH | 0.6 |
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Darwin Wealth Management LLC
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FL | 0.6 |
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G A Repple & Company
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Preisz Associates Inc
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OR | 0.6 |