MTM FINANCIAL GROUP, LLC
CRD #147221 SEC #801-97342 BETHLEHEM, PA 610-746-7007
SEC Registered
Total AUM
$620.7M
Discretionary
$620.7M
Employees
10
Clients
--
Accounts
3,167
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $620.7M | $620.7M | $0 | 10 | 0 |
| Feb 2024 | $488.2M | $488.2M | $0 | 10 | 0 |
| Mar 2023 | $377.8M | $377.8M | $0 | 10 | 0 |
| Feb 2023 | $367.2M | $367.2M | $0 | 10 | 0 |
| Mar 2022 | $367.2M | $367.2M | $0 | 9 | 0 |
| Aug 2021 | $312M | $312M | $0 | 9 | 0 |
| Jul 2021 | $312M | $312M | $0 | 9 | 0 |
| Mar 2021 | $312M | $312M | $0 | 8 | 0 |
| Feb 2021 | $262M | $262M | $0 | 8 | 0 |
| Sep 2020 | $262M | $262M | $0 | 7 | 0 |
| May 2020 | $262M | $262M | $0 | 6 | 0 |
| Mar 2020 | $262M | $262M | $0 | 6 | 0 |
| Feb 2019 | $224M | $224M | $0 | 6 | 0 |
| Jan 2019 | $217.6M | $217.6M | $0 | 6 | 0 |
| Nov 2018 | $217.6M | $217.6M | $0 | 5 | 0 |
| Mar 2018 | $217.6M | $217.6M | $0 | 4 | 0 |
| Mar 2017 | $203.3M | $203.3M | $0 | 4 | 548 |
| Feb 2016 | $151.1M | $151.1M | $0 | 4 | 463 |
| Jun 2015 | $130.3M | $130.3M | $0 | 4 | 400 |
| May 2015 | $130.3M | $130.3M | $0 | 4 | 400 |
DateJan 2025
Total AUM$620.7M
Discretionary$620.7M
Non-Disc.$0
Employees10
Clients0
DateFeb 2024
Total AUM$488.2M
Discretionary$488.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$377.8M
Discretionary$377.8M
Non-Disc.$0
Employees10
Clients0
DateFeb 2023
Total AUM$367.2M
Discretionary$367.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$367.2M
Discretionary$367.2M
Non-Disc.$0
Employees9
Clients0
DateAug 2021
Total AUM$312M
Discretionary$312M
Non-Disc.$0
Employees9
Clients0
DateJul 2021
Total AUM$312M
Discretionary$312M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$312M
Discretionary$312M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees8
Clients0
DateSep 2020
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$224M
Discretionary$224M
Non-Disc.$0
Employees6
Clients0
DateJan 2019
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees6
Clients0
DateNov 2018
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$203.3M
Discretionary$203.3M
Non-Disc.$0
Employees4
Clients548
DateFeb 2016
Total AUM$151.1M
Discretionary$151.1M
Non-Disc.$0
Employees4
Clients463
DateJun 2015
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees4
Clients400
DateMay 2015
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees4
Clients400