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Home > Retirement Planners > washington > spokane > JMK & ASSOCIATES, LLC
JMK & ASSOCIATES, LLC
102 East Main Street
Spokane, Washington 99202
Tel: 509-703-7771
About JMK & ASSOCIATES, LLC
JMK & ASSOCIATES, LLC, formally registered with the SEC as JMK & ASSOCIATES, LLC. The firm was established in 03/09/2021. They have over 2 offices throughout the country.
JMK & ASSOCIATES, LLC is a Spokane, Washington based Financial Planning firm with nearly $343,324,152 assets under management, offering retirement planning & investment advisory services to 2013 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312760 |
| SEC# | 801-120424 |
| Assets Managed by Firm | $343,324,152 |
| No. of Clients | 2013 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2013 | $343,324,152 |
| Individuals (other than high net worth individuals) | 832 | $158,215,341 |
| High net worth individuals | 143 | $180,625,375 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,579,542 |
| Corporations or other businesses | 5 | $1,903,894 |
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