JM2 CAPITAL INC.
Total AUM
$238.4M
Employees
8Clients
78Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
16340 MUIRFIELD PLACE
EDMOND
OK 73013
United States
EDMOND
OK 73013
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
(405) 285-2878
Financials
Total AUM
$238.4M
Accounts
211Discretionary
$238.4M
Accounts
211Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
29AUM
$11.9M
HNW Individual Clients
41AUM
$183.4M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$43.2M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
OKTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.