JMS CAPITAL GROUP WEALTH SERVICES, LLC

417 Thorn Street
Suite 300
Sewickley, Pennsylvania 15143
Tel: 412-415-1177

About JMS CAPITAL GROUP WEALTH SERVICES, LLC

JMS CAPITAL GROUP WEALTH SERVICES, LLC, formally registered with the SEC as JMS CAPITAL GROUP WEALTH SERVICES, LLC. The firm was established in 10/02/2015. They have over 1 offices throughout the country.

JMS CAPITAL GROUP WEALTH SERVICES, LLC is a Sewickley, Pennsylvania based Financial Planning firm with nearly $143,844,876 assets under management, offering retirement planning & investment advisory services to 407 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281325
SEC#	801-106661
Assets Managed by Firm	$143,844,876
No. of Clients	407
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Other (INSURANCE, ESTATE PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	407	$143,844,876
Individuals (other than high net worth individuals)	251	$38,615,534
High net worth individuals	151	$78,307,715
Pension and profit sharing plans	4	$25,925,505
Charitable organizations	1	$996,122

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MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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