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JMC MANAGEMENT, LLC

75 State Street
Suite 100
Boston, Massachusetts 02109
Tel: 617-338-1144

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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 StatusApproved
Firm CRD#169235
SEC#801-108085
Assets Managed by Firm$305,642,000
No. of Clients6
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total6$305,642,000

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