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JEMMA FINANCIAL SERVICES
BALTIMORE, MD
(855) 662-2121
SEC #801-126937Total AUM
$139.8M
Employees
5Clients
324Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
810 GLENEAGLES COURT
SUITE 109
BALTIMORE
MD 21286
United States
SUITE 109
BALTIMORE
MD 21286
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(855) 662-2121
Other Offices
2
Financials
Total AUM
$139.8M
Accounts
641Discretionary
$108.1M
Accounts
613Non-Discretionary
$31.7M
Accounts
28
Clients
Individual Clients
238AUM
$41M
HNW Individual Clients
74AUM
$69.4M
Pension/Profit Sharing Plan Clients
8AUM
$24M
Corporation or Business Clients
4AUM
$5.5M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
RETIREMENT PLAN SERVICES
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
COCTDCDEFLILMDMEMINCNHNJNYPASCTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.