|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| JDM Financial Group LLC
✚
|
|
|---|---|
| CRD # | 122057 |
| SEC # | 801-122040 |
| CIK # | 0001960212 |
| AUM | $295.9 M (2025-03-25) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 310-479-4122 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 8.6 | ||
| Apple Inc | 4.1 | ||
| Nvidia Corp | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 30.4 |
| (b) Individuals (high net worth individuals) | 91 | 265.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 799 | 295.9 |
| By Discretionary | ||
| Discretionary | 799 | 295.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 799 | 295.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 295.9 | |
| Total | 799 | 295.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001960212] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Navigate Financial LLC
✚
|
UT | 0.3 |
|
Wealth Advisors Northwest LLC
✚
|
OR | 0.3 |
|
Oneamerica Securities Inc
✚
|
IN | 0.3 |
|
Cloud Investments LLC
✚
|
AL | 0.3 |
|
Parkview US LLC
✚
|
NY | 0.3 |
|
Fluent Financial LLC
✚
|
TX | 0.3 |
|
Maripau Wealth Management LLC
✚
|
IN | 0.3 |
|
Christy Capital Management Inc
✚
|
GA | 0.3 |
|
4J Wealth Management LLC
✚
|
VA | 0.3 |
|
The Nalls Sherbakoff Group LLC
✚
|
TN | 0.3 |