MPM ADVISORS GROUP LLC

RIASEC RegisteredEst. 2025

Total AUM

$116M

Discretionary

$116M

100% of AUM

Avg account

$648K

Accounts

179

Employees

Advisory reps

Firm details

Headquarters: LIVERPOOL, New York
CRD number: 335595
Registered since: September 22, 2025
Custodians: ASSETMARK TRUST CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals68.16%
HNWI30.98%
Corporations / Businesses0.87%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

MPM Advisors Group LLC is an independent, owner-operated RIA that serves individual and family clients with a mix of financial planning and portfolio management. The firm runs a fee model that combines a percentage of AUM with fixed fees and lists services that include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and publication of periodicals or newsletters. The firm is designated as a capital allocator and signals an active role in manager selection rather than relying solely on in‑house strategies. Investment preferences emphasize equities. The firm does not position itself as an active ESG investor and is not registered as a multistate adviser. It is SEC-registered (2025) and appears to operate with a hands-on, client-focused model typical of smaller RIAs where the principal(s) maintain direct responsibility for client relationships and strategy implementation.