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JMAC ENTERPRISES LLC
201 South State St
Suite 2a
Newtown, Pennsylvania 18940
Tel: 267-753-7065
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 Status | Approved |
|---|---|
| Firm CRD# | 312710 |
| SEC# | 801-120407 |
| Assets Managed by Firm | $918,779,505 |
| No. of Clients | 1141 |
| No. of Advisors | 5 |
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 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 |
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