|
⚲
|
| JMN Financial LLC
✚
|
|
|---|---|
| CRD # | 316673 |
| SEC # | 801-134674 |
| CIK # | 0002113267 |
| AUM | $291.8 M (2026-03-17) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 516-695-2844 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 30.0 |
| (b) Individuals (high net worth individuals) | 39 | 252.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 8.4 |
| (h) Charitable organizations | 3 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 399 | 291.8 |
| By Discretionary | ||
| Discretionary | 399 | 291.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 399 | 291.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 291.8 | |
| Total | 399 | 291.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002113267] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kilterhowling LLC
✚
|
CO | 0.3 |
|
Hemming& Wealth Management Inc
✚
|
MI | 0.3 |
|
CornerStone Financial Group LLC
✚
|
NE | 0.3 |
|
Cassady Wealth & Retirement Planning LLC
✚
|
NV | 0.3 |
|
Efinancial Alliance LLC
✚
|
TN | 0.3 |
|
Madden Advisory Services Inc
✚
|
FL | 0.3 |
|
McNaughton Wealth Management LLC
✚
|
CA | 0.3 |
|
The Ellerson Group Inc
✚
|
MD | 0.3 |
|
Kestrel Partners LLP
✚
|
0.3 | |
|
EPIQ Partners LLC
✚
|
MN | 0.3 |