201 South State St
Suite 2a
Newtown, Pennsylvania 18940
Tel: 267-753-7065
JMAC ENTERPRISES LLC, formally registered with the SEC as JMAC ENTERPRISES LLC. The firm was established in 03/02/2021. They have over 1 offices throughout the country.
JMAC ENTERPRISES LLC is a Newtown, Pennsylvania based Financial Planning firm with nearly $918,779,505 assets under management, offering retirement planning & investment advisory services to 1141 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 312710 |
SEC# | 801-120407 |
Assets Managed by Firm | $918,779,505 |
No. of Clients | 1141 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1141 | $918,779,505 |
Individuals (other than high net worth individuals) | 203 | $79,543,480 |
High net worth individuals | 134 | $749,618,397 |
Pension and profit sharing plans | 8 | $15,963,657 |
Charitable organizations | 3 | $73,653,971 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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