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Home > Retirement Planners > texas > irving > JMA FINANCIAL ADVISORS, INC.
JMA FINANCIAL ADVISORS, INC.
580 Decker Drive
Suite 100
Irving, Texas 75062-3948
Tel: 972-541-1121
About JMA FINANCIAL ADVISORS, INC.
JMA FINANCIAL ADVISORS, INC, formally registered with the SEC as JMA FINANCIAL ADVISORS, INC. The firm was established in 10/27/2023. They have over 1 offices throughout the country.
JMA FINANCIAL ADVISORS, INC. is a Irving, Texas based Financial Planning firm with nearly $103,955,655 assets under management, offering retirement planning & investment advisory services to 158 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 115043 |
| SEC# | 801-128969 |
| Assets Managed by Firm | $103,955,655 |
| No. of Clients | 158 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other(NEW ACCOUNT DOCUMENTATION AND TRANSFER FEES)
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 158 | $103,955,655 |
| Individuals (other than high net worth individuals) | 16 | $7,789,611 |
| High net worth individuals | 26 | $96,166,044 |
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|---|---|---|---|
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