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| MTM Financial Group LLC
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|---|---|
| CRD # | 147221 |
| SEC # | 801-97342 |
| CIK # | 0002132054, 0001831416 |
| AUM | 771.6 M (2026-03-25) |
| Employees | 16 (56% Investors, 6% Brokers) |
| Phone | 610-746-7007 |
| Address | 4505 Hanoverville Road Bethlehem, PA 18020 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002132054 0001831416 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.7 | ||
| Lowes Companies Inc | 10.7 | ||
| J P Morgan Chase & Co | 8.4 | ||
| Lilly Eli & Co | 8.3 | ||
| McKesson Corp | 8.2 | ||
| Kinder Morgan Inc | 7.8 | ||
| Microsoft Corp | 6.7 | ||
| Chevron Corp | 6.3 | ||
| Broadcom Inc | 5.6 | ||
| Commerce Bancshares Inc /MO/ | 4.3 | ||
| Southern Co | 4.2 | ||
| Costco Wholesale Corp /NEW | 3.9 | ||
| Coca Cola Co | 3.8 | ||
| Wal Mart Stores Inc | 3.7 | ||
| TJX Companies Inc /DE/ | 3.1 | ||
| CSX Corp | 2.6 | ||
| Johnson & Johnson | 2.5 | ||
| Norfolk Southern Corp | 2.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,259 | 689.1 |
| (b) Individuals (high net worth individuals) | 14 | 78.4 |
| (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 | 3 | 4.2 |
| (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 | 3,276 | 771.6 |
| By Discretionary | ||
| Discretionary | 3,276 | 771.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,276 | 771.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 771.6 | |
| Total | 3,276 | 771.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001831416] | |
| 13F-HR | [0002132054] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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