Best Investors
Account
Sign in
Best Investors
Account
Sign in
Mtm Investment Management, LLC CRD 297500
$678M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
812 East Main Street, Spartanburg, SC 29302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-09 |
| SC | RA | APPROVED | 2018-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcham Taylor & Co. | Spartanburg | SC | 12/2010 | 09/2018 |
| Mtm Investment Management, Llc | Spartanburg | SC | 09/2018 | Present |
(1) D.C. Taylor & Co., LLC; Not Investment Related; 1160 Woodburn Road, Spartanburg, SC 29302; This entity is a holding company; Manager; September 26, 2006; 5 hours per month are dedicated to this business and 0 hours during securities trading hours; Duties include management of the entity; (2) Taylor and Moore Holdings, LLC; Investment-Related; 2645 Country Club Road, Spartanburg, SC 29302; This entity provides certain administrative services to a private investment fund; Manager and Indirect Owner; January 10, 2023; 10 hours per month are dedicated to this business, including 5 hours during securities trading hours; Duties include management of the entity, which provides certain administrative services to a private investment fund; (3) Spartanburg Day School Investment Committee; Investment-Related; 1701 Skylyn Drive, Spartanburg, SC 29307; The Investment Committee reviews the investments of Spartanburg Day School; Member of the Investment Committee; January 2023; 1 hour per month is dedicated to this business, including 0.5 hours during securities trading hours; duties include assisting with reviewing the investments of Spartanburg Day School.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-26 |
Reach out to this advisor