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Building 2JEMMA FINANCIAL SERVICES

Map pinBALTIMORE, MD
Phone(855) 662-2121
NotebookSEC #801-127210
Total AUM
$43.1M
Employees
6
Clients
273

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
810 GLENEAGLES COURT
SUITE 109
BALTIMORE
MD 21286
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(855) 662-2121
Other Offices
1

ReceiptFinancials

Total AUM
$43.1M
Accounts
273
Discretionary
$41.7M
Accounts
259
Non-Discretionary
$1.5M
Accounts
14

ContactClients

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Individual Clients
233
AUM
$16.5M
HNW Individual Clients
40
AUM
$26.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLMDMENJPATXWA

HandshakeAffiliates

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

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