Mt Asset Management, LLC
● SEC registered since 2008CRD 147381SEC# 801-69239Matawan, NJ
Reg. AUM
$1.24B
Employees
9
Accounts
936
Location
Matawan, NJ
About Mt Asset Management
MT Asset Management is associated with Miller Tabak, which focuses on active management of high-quality municipal bonds. It purchases credits with improving characteristics while seeking income, credit quality, and tax-exempt advantages.
Summary based on the firm’s website.
Mt Asset Management, LLC assets under management
Mt Asset Management, LLC is an investment advisory firm registered with the SEC based in Matawan, NJ. The firm has been registered since 2008. It reports $1.2 billion in regulatory assets under management and employs 9 people.
Mt Asset Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hunter Wilhelm Frey Control | Ceo/Chief Compliance Officer | Under 5% | 2025 |
| Mtco LLC Control | Managing Member/Owner | Over 75% | 2014 |
| Leda Mt Invest LLC | Member/Owner | 25-50% | 2024 |
| Mary Ellen Reilly Control | Managing Member/Owner | 50-75% | 2025 |
Frequently asked questions
How much does Mt Asset Management, LLC manage?
Mt Asset Management, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Mt Asset Management, LLC have?
Mt Asset Management, LLC reports 9 employees.
Where is Mt Asset Management, LLC located?
Mt Asset Management, LLC is based in Matawan, NJ and has been SEC-registered since 2008.
Does Mt Asset Management, LLC disclose fund performance?
Mt Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1000 Route 34, Suite 604, Matawan, NJ 07747 |
| Phone | 212-850-8103 |
| Fax | 212-850-8102 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.24B▼ 9%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,389 advisers
EmployeesTop 43%
More than 57% of 16,799 advisers
Assets under management
$1.24Bregulatory AUM
Discretionary $1.24B