MTM FINANCIAL GROUP, LLC of BETHLEHEM, PA is an SEC-registered investment adviser (CRD 147221). Regulatory assets under management: $771.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.
| Name | Role | Location |
|---|---|---|
| Gene Richard Dickison | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
| DICKISON GENE RICHARD | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Mark Belcak | PRESIDENT | — |
| Chad David Rupprecht | CHIEF OPERATING OFFICER | — |
| Diane Marie Dickison | CHIEF FINANCIAL OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| STROUDSBURG | PA | 7 | 570-300-4984 |
| STROUDSBURG | PA | 7 | 570-300-4984 |