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JMAC ENTERPRISES LLC

201 South State St
Suite 2a
Newtown, Pennsylvania 18940
Tel: 267-753-7065

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About JMAC ENTERPRISES LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#312710
SEC#801-120407
Assets Managed by Firm$918,779,505
No. of Clients1141
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Fixed fees

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 ClientsAUM
Firm Total1141$918,779,505
Individuals (other than high net worth individuals)203$79,543,480
High net worth individuals134$749,618,397
Pension and profit sharing plans8$15,963,657
Charitable organizations3$73,653,971

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