Mtm Investment Management, LLC

Mtm Investment Management, LLC (CRD# 297500) is a financial advisory firm headquartered in Spartanburg, SC. They manage $525,134,885 in 1,011 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
812 East Main Street, Spartanburg, SC 29302
https://www.linkedin.com/company/mtm-investment-management/
By the Numbers
  • Total Assets Under Management
    525
    MILLION
  • Total Number of Accounts
    1,011
    ACCOUNTS
  • Average Account Value
    $519,421
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, NC, SC, TN, TX, VA

Financial Advisors at Mtm Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
John Moore, financial advisor Spartanburg SC
John P. Moore
CRD#: 6745393
812 East Main Street, Spartanburg, SC 29302

John Moore (CRD# 6745393) is an Investment Advisor Representative working at Mtm Investment Management, LLC in Spartanburg, SC and has over 7 years of experience in the finance industry.

2
David Taylor, financial advisor Spartanburg SC
David C. Taylor
CRD#: 3238186
812 East Main Street, Spartanburg, SC 29302

David Taylor (CRD# 3238186) is an Investment Advisor Representative working at Mtm Investment Management, LLC in Spartanburg, SC and has over 24 years of experience in the finance industry.

3
Joseph Towson, financial advisor Spartanburg SC
Joseph H. Towson
CRD#: 845932
812 East Main Street, Spartanburg, SC 29302

Joseph Towson (CRD# 845932) is an Investment Advisor Representative working at Mtm Investment Management, LLC in Spartanburg, SC and has over 43 years of experience in the finance industry.

4
Christopher Santoro, financial advisor Spartanburg SC
Christopher Q. Santoro
CRD#: 7497310
812 East Main Street, Spartanburg, SC 29302

Christopher Santoro (CRD# 7497310) is an Investment Advisor Representative working at Mtm Investment Management, LLC in Spartanburg, SC and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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