|
⚲
|
| Keyboard |
| JMK & Associates LLC
✚
|
|
|---|---|
| CRD # | 312760 |
| SEC # | 801-120424 |
| CIK # | |
| AUM | 268.4 M (2026-01-13) |
| Employees | 4 (25% Investors, 25% 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) | 1,119 | 121.8 |
| (b) Individuals (high net worth individuals) | 334 | 144.8 |
| (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 | 0.7 |
| (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 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,459 | 268.4 |
| By Discretionary | ||
| Discretionary | 1,459 | 268.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,459 | 268.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 268.4 | |
| Total | 1,459 | 268.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fortress Wealth Management Inc
✚
|
CA | 269.3 M |
|
Atlas Fiduciary Services Inc
✚
|
NH | 269.3 M |
|
Dorado Wealth Management LLC
✚
|
268.8 M | |
|
Peak Financial Advisors LLC
✚
|
CO | 268.8 M |
|
Stonebridge Capital Management Inc
✚
|
CA | 268.7 M |
|
Byrne Asset Management LLC
✚
|
NJ | 268.7 M |
|
Andrews Advisory Associates LLC
✚
|
HI | 268.6 M |
|
Sage Investment Advisers LLC
✚
|
NY | 268.4 M |
|
BPM Wealth Advisors LLC
✚
|
CA | 268.3 M |
|
Matriarch Wealth Management LLC
✚
|
267.3 M |