Overview
Assets Under Management: $245 million
High-Net-Worth Clients: 91
Average Client Assets: $3 million
Frequently Asked Questions
JDM FINANCIAL GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122057), JDM FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
JDM FINANCIAL GROUP LLC serves 91 high-net-worth clients according to their SEC filing dated August 28, 2024. View client details ↓
According to their SEC Form ADV, JDM FINANCIAL GROUP LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
JDM FINANCIAL GROUP LLC manages $245 million in client assets according to their SEC filing dated August 28, 2024.
According to their SEC Form ADV, JDM FINANCIAL GROUP LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.72
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 710
Discretionary Accounts: 710
Regulatory Filings
CRD Number: 122057
Last Filing Date: 2024-08-28 00:00:00
Website: https://jdmfinance.com