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| Happy Holidays!! thanks for using AUM13F!! |
| JMG Financial Group Ltd
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|---|---|
| CRD # | 110302 |
| SEC # | 801-23526 |
| CIK # | 0001314404 |
| AUM | $6.4 B (2025-03-19) |
| Employees | 96 (67% Investors, 0% Brokers) |
| Phone | 630-571-5252 |
| Address | 2001 Butterfield Road, Suite 1400 Downers Grove, IL 60515 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 335 | 0.2 |
| (b) Individuals (high net worth individuals) | 1,320 | 6.2 |
| (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 | 10 | 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 | 5,763 | 6.4 |
| By Discretionary | ||
| Discretionary | 5,173 | 6.1 |
| Non-Discretionary | 590 | 0.2 |
| Total | 5,763 | 6.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.3 | |
| Total | 5,763 | 6.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001314404] |
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Capital Investment Advisors LLC
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|
Focus Financial Network Inc
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