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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Eagle
- Established Date
- 08-06-2008
- Office Locations
- 1
Office Locations
About MTM Financial Group, LLC
MTM Financial Group, LLC is a Bethlehem, PA-based RIA serving clients in the Lehigh Valley and nationwide. The firm provides financial and investment planning, including tax and estate planning and insurance guidance, with portfolios built largely using ETFs and mutual funds. Founder Gene Dickison hosts the long-running "More Than Money" radio/TV show and offers a free second-opinion service, creating strong client touchpoints. Custody includes Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GENE RICHARD DICKISON
Chief Compliance Officer, Chief Financial Officer, Financial Advisor, Managing Member
- CRD
- #1216953
- Ownership
- 50% but less than 75%
MARK BELCAK
Financial Advisor, General Partner, President
- CRD
- #4270210
- Ownership
- 10% but less than 25%
Focus delta
Frontier delta
- CRD
- #97253
- Ownership
- 28.2%
Showing 2 of 4 owners & executives
Unlock allContacts
Gregory T Grillo
--
- CRD
- #2860157
Gavin Connor Kirsch
--
- CRD
- #7913717
Summit ridge
Peak prime vital
- CRD
- #90465
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $771,644,224 | $235,545 |
| Non-Discretionary | $0 | -- |
| Total | $771,644,224 | $235,545 |
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Separately Managed Accounts
Total SMA Asset: $771,644,224
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $965,853,294 | 12.0% |
| Other | $1,086,584,956 | 13.5% |
| Cash | $1,175,121,508 | 14.6% |
| Equity - Exchange | $1,167,072,730 | 14.5% |
| Corporate - Investment Grade | $1,014,145,959 | 12.6% |
| Equity - OTC | $442,682,760 | 5.5% |
| Municipal Bonds | $917,560,629 | 11.4% |
| U.S. Government/Agency | $1,279,755,613 | 15.9% |
| Total | $8,048,777,449 | 100.0% |