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Building 2JMA FINANCIAL ADVISORS, INC.

Map pinIRVING, TX
Phone972-541-1121
NotebookSEC #801-128969
Total AUM
$105.7M
Employees
3
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
580 DECKER DRIVE
SUITE 100
IRVING
TX 75062-3948
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
972-541-1121

ReceiptFinancials

Total AUM
$105.7M
Accounts
144
Discretionary
$105.7M
Accounts
144
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16
AUM
$9.1M
HNW Individual Clients
25
AUM
$96.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING, EXECUTOR ADVISORY, AND LITIGATION SUPPORT SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEW ACCOUNT DOCUMENTATION AND TRANSFER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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