JMG FINANCIAL GROUP LTD

2001 Butterfield Road, Suite 1400
Downers Grove, Illinois 60515
Tel: 630-571-5252

About JMG FINANCIAL GROUP LTD

JMG FINANCIAL GROUP LTD, formally registered with the SEC as JMG FINANCIAL GROUP LTD. The firm was established in 02/13/1985. They have over 4 offices throughout the country.

JMG FINANCIAL GROUP LTD is a Downers Grove, Illinois based Financial Planning firm with nearly $5,415,853,000 assets under management, offering retirement planning & investment advisory services to 5079 clients. The firm is staffed with 63 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110302
SEC#	801-23526
Assets Managed by Firm	$5,415,853,000
No. of Clients	5079
No. of Advisors	63

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (A PERCENTAGE OF ASSETS)

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	5079	$5,415,853,000
Individuals (other than high net worth individuals)	348	$141,140,000
High net worth individuals	1194	$5,265,629,000
Pension and profit sharing plans	10	$4,172,000
Charitable organizations	Fewer than 5 clients	$4,912,000

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MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14
FIDUCIARY MANAGEMENT, INC. 790 N. Water Street, Suite 2100 Milwaukee, WI, 53202	$14,936,427,714	769	26

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