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JMG FINANCIAL GROUP LTD
2001 Butterfield Road, Suite 1400
Downers Grove, Illinois 60515
Tel: 630-571-5252
About JMG FINANCIAL GROUP LTD
JMG FINANCIAL GROUP LTD, formally registered with the SEC as JMG FINANCIAL GROUP LTD. The firm was established in 02/13/1985. They have over 4 offices throughout the country.
JMG FINANCIAL GROUP LTD is a Downers Grove, Illinois based Financial Planning firm with nearly $5,415,853,000 assets under management, offering retirement planning & investment advisory services to 5079 clients. The firm is staffed with 63 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110302 |
| SEC# | 801-23526 |
| Assets Managed by Firm | $5,415,853,000 |
| No. of Clients | 5079 |
| No. of Advisors | 63 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (A PERCENTAGE OF ASSETS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5079 | $5,415,853,000 |
| Individuals (other than high net worth individuals) | 348 | $141,140,000 |
| High net worth individuals | 1194 | $5,265,629,000 |
| Pension and profit sharing plans | 10 | $4,172,000 |
| Charitable organizations | Fewer than 5 clients | $4,912,000 |
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|---|---|---|---|
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