M
CRD: 335595
MPM Advisors Group LLC
Liverpool, NY, 13088
3154610414
$116.1M Total AUM
$116.1M Disc. AUM
-- 3Y CAGR
3 Employees
177 ADV. Clients
1 yrs Firm Age
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- Custodian
- Assetmark
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2025
- Office Locations
- 1
Office Locations
1101 Fern Hollow Drive Liverpool NY
About MPM Advisors Group LLC
MPM Advisors Group LLC is a Liverpool-based RIA. The firm has been operating for 1 years. Managing $116.1M in total assets under management, with 2 advisory representatives. They custody assets with Assetmark. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
40 AVG AGE
$58.0M AVG AUM / ADVISOR
$655.8K AVG AUM / CLIENT
0.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Pathway
Investment Themes
Pathway atlas Signal glacier
Investment Vehicles
Beacon
Services
Beacon pathway Bridge quantum Crest capital Unison optima
Owner & Executives
MARK JONATHAN MAHSHIE
Managing Member
- CRD
- #1028856
- Ownership
- 75% or more
(424) 661-2246
momentum.glacier@harborcapital.com
in linkedin.com/in/pioneer-legacy
J
JOHN DALLAS MAHSHIE
Chief Financial Officer, Chief Operations Officer
- CRD
- #5824305
- Ownership
- Less than 5%
(921) 831-2743
meridian.signal@beaconcapital.com
in linkedin.com/in/quantum-ember
M
Meridian summit
Peak eagle ember
- CRD
- #18635
- Ownership
- 9.2%
(261) 544-9231
value.value@radialcapital.com
in linkedin.com/in/atlas-catalyst
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,079,005 | $648,486 |
| Non-Discretionary | $0 | -- |
| Total | $116,079,005 | $648,486 |
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Separately Managed Accounts
Total SMA Asset: $116,079,005
Equity - Exchange:
34.0% Public Funds:
12.2% Cash:
23.6% Corporate - Investment Grade:
20.3% Municipal Bonds:
9.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,829,766,630 | 34.0% |
| Public Funds | $1,015,386,850 | 12.2% |
| Cash | $1,964,190,955 | 23.6% |
| Corporate - Investment Grade | $1,689,537,135 | 20.3% |
| Municipal Bonds | $823,961,459 | 9.9% |
| Total | $8,322,843,029 | 100.0% |