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Home > Retirement Planners > massachusetts > boston > JMC MANAGEMENT, LLC
JMC MANAGEMENT, LLC
75 State Street
Suite 100
Boston, Massachusetts 02109
Tel: 617-338-1144
About JMC MANAGEMENT, LLC
JMC MANAGEMENT, LLC, formally registered with the SEC as JMC MANAGEMENT, LLC. The firm was established in 07/05/2016. They have over 1 offices throughout the country.
JMC MANAGEMENT, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $305,642,000 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169235 |
| SEC# | 801-108085 |
| Assets Managed by Firm | $305,642,000 |
| No. of Clients | 6 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $305,642,000 |
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