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Building 2MTM INVESTMENT MANAGEMENT, LLC

Map pinSPARTANBURG, SC
Phone864-582-7000
NotebookSEC #801-113650
Total AUM
$678.1M
Employees
8
Clients
425

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
812 EAST MAIN STREET
SPARTANBURG
SC 29302
United States
Operating Hours
9:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
864-582-7000

ReceiptFinancials

Total AUM
$678.1M
Accounts
1,033
Discretionary
$639.1M
Accounts
986
Non-Discretionary
$39M
Accounts
47

ContactClients

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Individual Clients
176
AUM
$43.3M
HNW Individual Clients
238
AUM
$614.3M
Pension/Profit Sharing Plan Clients
10
AUM
$18M
Charitable Organization Clients
1
AUM
$2.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANCNYSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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