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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DICKISON, GENE, RICHARD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 24, 2025 REGISTERED
Notice Filings (7)
DE FL NC NJ PA TX VA
Address
4505 HANOVERVILLE ROADBETHLEHEM, PA 18020
United States
Phone: 610-746-7007