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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| JMK & Associates LLC
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| CRD # | 312760 |
| SEC # | 801-120424 |
| CIK # | |
| AUM | $343.3 M (2025-07-08) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 509-703-7771 |
| Address | 102 East Main Street Spokane, WA 99202 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 832 | 158.2 |
| (b) Individuals (high net worth individuals) | 143 | 180.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,013 | 343.3 |
| By Discretionary | ||
| Discretionary | 2,013 | 343.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,013 | 343.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 343.3 | |
| Total | 2,013 | 343.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brown McLeod Inc
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|
AL | 0.3 |
|
Bull Harbor Capital LLC
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|
MD | 0.3 |
|
Jackson Creek Investment Advisors LLC
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|
CO | 0.3 |
|
Peregrine Investment Advisors LLC
✚
|
MS | 0.3 |
|
Keating Investment Counselors Inc
✚
|
FL | 0.3 |
|
Owen Larue LLC
✚
|
KY | 0.3 |
|
IAMS Wealth Management LLC
✚
|
NE | 0.3 |
|
Fortiter Wealth Management LLC
✚
|
TX | 0.3 |
|
St Johns Investment Management Company LLC
✚
|
FL | 0.3 |
|
Burns Matteson Capital Management LLC
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|
NY | 0.3 |