| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad David Rupprecht Control | Chief Operating Officer | 10-25% | 2025 |
| Diane Marie Dickison Control | Chief Financial Officer | 10-25% | 2025 |
| Gene Richard Dickison Control | Managing Member/Chief Compliance Officer/Chief Financial Officer | 50-75% | 2025 |
Mtm Financial Group, LLC reports $771.6 million in regulatory assets under management on its Form ADV.
Mtm Financial Group, LLC reports 16 employees.
Mtm Financial Group, LLC is based in Bethlehem, PA and has been SEC-registered since 2015.
Mtm Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4505 Hanoverville Road, Bethlehem, PA 18020 |
| Phone | 610-746-7007 |
| Fax | 610-746-2407 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $771.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $771.6M |