|
⚲
|
| JDM Financial Group LLC
✚
|
|
|---|---|
| CRD # | 122057 |
| SEC # | 801-122040 |
| CIK # | 0001960212 |
| AUM | $352.8 M (2026-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 310-479-4122 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 11.7 | ||
| Apple Inc | 4.9 | ||
| Nvidia Corp | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 24.0 |
| (b) Individuals (high net worth individuals) | 99 | 328.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 790 | 352.8 |
| By Discretionary | ||
| Discretionary | 790 | 352.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 790 | 352.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 352.8 | |
| Total | 790 | 352.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001960212] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hanover Advisors Inc
✚
|
SC | 0.4 |
|
Resurgent Financial Advisors LLC
✚
|
GA | 0.4 |
|
Wealth Advisors Northwest LLC
✚
|
OR | 0.4 |
|
Cayside Partners LLC
✚
|
FL | 0.4 |
|
Elysium Wealth Management LLC
✚
|
UT | 0.4 |
|
Innovative Advisory Partners LLC
✚
|
TN | 0.4 |
|
RT Jones Capital Equities Management Inc
✚
|
MO | 0.4 |
|
Foresight Capital Management Advisors Inc
✚
|
MI | 0.4 |
|
Hutto Retirement Advisors LLC
✚
|
TX | 0.4 |
|
Turn8 Private Wealth Inc
✚
|
0.3 |