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| JMN Financial LLC
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| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0002113267 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.5 | ||
| Nvidia Corp | 4.1 | ||
| Microsoft Corp | 2.5 | ||
| Alphabet Inc | 2.3 | ||
| Amazon Com Inc | 1.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.6 | ||
| Broadcom Inc | 1.6 | ||
| Facebook Inc | 1.5 | ||
| Alphabet Inc | 1.5 | ||
| Lam Research Corp | 1.4 | ||
| Wal Mart Stores Inc | 1.2 | ||
| Johnson & Johnson | 1.2 | ||
| Celestica Inc | 1.1 | ||
| Tesla Motors Inc | 1.0 | ||
| SK Telecom Co Ltd | 0.9 | ||
| State Street Corp | 0.8 | ||
| Federated Investors Inc /PA/ | 0.8 | ||
| Novartis AG | 0.8 | ||
| Lilly Eli & Co | 0.8 | ||
| Danaos Corp | 0.8 | ||
| Applied Materials Inc /DE | 0.8 | ||
| Banco Santander Sa | 0.8 | ||
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| 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 - 2026 |
|---|---|---|
| 13F-HR | [0002113267] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kilterhowling LLC
✚
|
CO | 292.9 M |
|
Hemming& Wealth Management Inc
✚
|
MI | 292.6 M |
|
CornerStone Financial Group LLC
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NE | 292.2 M |
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Cassady Wealth & Retirement Planning LLC
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NV | 292.1 M |
|
Efinancial Alliance LLC
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TN | 291.9 M |
|
Madden Advisory Services Inc
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FL | 291.7 M |
|
McNaughton Wealth Management LLC
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|
CA | 291.6 M |
|
The Ellerson Group Inc
✚
|
MD | 291.2 M |
|
Kestrel Partners LLP
✚
|
291.0 M | |
|
EPIQ Partners LLC
✚
|
MN | 290.9 M |