|
⚲
|
| JMG Financial Group Ltd
✚
|
|
|---|---|
| CRD # | 110302 |
| SEC # | 801-23526 |
| CIK # | 0001314404 |
| AUM | $4.5 BB (2023-03-17) |
| Employees | 56 (98% Investors, 0% Brokers) |
| Phone | 630-571-5252 |
| Address | 2001 Butterfield Road, Suite 1400 Downers Grove, IL 60515 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 277 | 0.1 |
| (b) Individuals (high net worth individuals) | 1,033 | 4.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,262 | 4.7 |
| By Discretionary | ||
| Discretionary | 3,890 | 4.5 |
| Non-Discretionary | 372 | 0.2 |
| Total | 4,262 | 4.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.7 | |
| Total | 4,262 | 4.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001314404] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
RBC Private Counsel USA Inc
✚
|
4.5 | |
|
Promanage LLC
✚
|
IL | 4.5 |
|
Fourth Street Performance Partners Inc
✚
|
KY | 4.5 |
|
Kestra Private Wealth Services LLC
✚
|
TX | 4.5 |
|
Stockman Wealth Management Inc
✚
|
MT | 4.5 |
|
Inverness Counsel LLC
✚
|
NY | 4.5 |
|
Harbour Investments Inc
✚
|
WI | 4.5 |
|
InterOcean Capital Group LLC
✚
|
TN | 4.5 |
|
Focus Financial Network Inc
✚
|
MN | 4.5 |
|
Marshfield Associates Inc
✚
|
DC | 4.4 |