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Building 2JDM FINANCIAL GROUP LLC

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Phone(310) 479-4122
NotebookSEC #801-122040
Total AUM
$352.8M
Employees
4
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 2:00 P.M.
Monday - Friday
Phone
(310) 479-4122
Other Offices
3

ReceiptFinancials

Total AUM
$352.8M
Accounts
790
Discretionary
$352.8M
Accounts
790
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$24M
HNW Individual Clients
99
AUM
$328.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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