Overview
Assets Under Management: $106 million
Headquarters: IRVING, TX
High-Net-Worth Clients: 25
Average Client Assets: $3.9 million
Frequently Asked Questions
JMA FINANCIAL ADVISORS, INC. 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 #115043), JMA FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
JMA FINANCIAL ADVISORS, INC. is headquartered in IRVING, TX.
JMA FINANCIAL ADVISORS, INC. serves 25 high-net-worth clients according to their SEC filing dated October 11, 2024. View client details ↓
According to their SEC Form ADV, JMA FINANCIAL ADVISORS, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
JMA FINANCIAL ADVISORS, INC. manages $106 million in client assets according to their SEC filing dated October 11, 2024.
According to their SEC Form ADV, JMA FINANCIAL ADVISORS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.40%
Average Client Assets: $3.9 million
Total Client Accounts: 144
Discretionary Accounts: 144
Regulatory Filings
CRD Number: 115043
Filing ID: 1906966
Last Filing Date: 2024-10-11 17:56:00