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Mtm Investment Management, LLC

● SEC registered since 2018CRD 297500SEC# 801-113650Spartanburg, SC
Export (members)
Reg. AUM
$621.3M
Employees
8
Accounts
1,029
Location
Spartanburg, SC

Mtm Investment Management, LLC assets under management

Mtm Investment Management, LLC is an SEC-registered investment adviser based in Spartanburg, SC. The firm has been registered since 2018. It reports $621.3 million in regulatory assets under management and employs 8 people.

Mtm Investment Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
D.c. Taylor & Co., LLC ControlOwner50-75%2018
David Cordell Taylor ControlChief Executive Officer, Chief Investment OfficerUnder 5%2018
John Pendleton Moore ControlChief Compliance Officer, PresidentUnder 5%2018
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Frequently asked questions

How much does Mtm Investment Management, LLC manage?

Mtm Investment Management, LLC reports $621.3 million in regulatory assets under management on its Form ADV.

How many employees does Mtm Investment Management, LLC have?

Mtm Investment Management, LLC reports 8 employees.

Where is Mtm Investment Management, LLC located?

Mtm Investment Management, LLC is based in Spartanburg, SC and has been SEC-registered since 2018.

Does Mtm Investment Management, LLC disclose fund performance?

Mtm Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address812 East Main Street, Spartanburg, SC 29302
Phone864-582-7000
Fax864-582-5135
Office hours9:00 a.m. - 4:30 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$569.4M
Non-discretionary$51.9M
Total (RAUM)$621.3M