1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MTM FINANCIAL GROUP, LLC

Map pinBETHLEHEM, PA
Phone610-746-7007
NotebookSEC #801-97342
Total AUM
$771.6M
Employees
16
Clients
3,276

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4505 HANOVERVILLE ROAD
BETHLEHEM
PA 18020
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
610-746-7007
Other Offices
1

ReceiptFinancials

Total AUM
$771.6M
Accounts
3,276
Discretionary
$771.6M
Accounts
3,276
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
3,259
AUM
$689.1M
HNW Individual Clients
14
AUM
$78.4M
Charitable Organization Clients
3
AUM
$4.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLNCNJPATXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account