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| Keyboard |
| JMG Financial Group Ltd
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|---|---|
| CRD # | 110302 |
| SEC # | 801-23526 |
| CIK # | 0001314404 |
| AUM | 7,500.1 M (2026-03-23) |
| Employees | 103 (64% Investors, 0% Brokers) |
| Phone | 630-571-5252 |
| Address | 2001 Butterfield Road, Suite 1400 Downers Grove, IL 60515 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 373 | 0.2 |
| (b) Individuals (high net worth individuals) | 1,403 | 7.3 |
| (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 | 8 | 0.0 |
| (h) Charitable organizations | 2 | 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 | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,164 | 7.5 |
| By Discretionary | ||
| Discretionary | 6,387 | 7.2 |
| Non-Discretionary | 777 | 0.3 |
| Total | 7,164 | 7.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.5 | |
| Total | 7,164 | 7.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001314404] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.3B |
| Clients | 139 (1 non-US) |
| Serves | Institutional, Retail |
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