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Building 2JMG FINANCIAL GROUP LTD

Map pinDOWNERS GROVE, IL
Phone630-571-5252
NotebookSEC #801-23526
Total AUM
$7.5B
Employees
103
Clients
1,789

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2001 BUTTERFIELD ROAD, SUITE 1400
DOWNERS GROVE
IL 60515
United States
Operating Hours
8:30 A.M. TO 4:30 P.M.
Monday - Friday
Phone
630-571-5252
Other Offices
3

ReceiptFinancials

Total AUM
$7.5B
Accounts
7,164
Discretionary
$7.2B
Accounts
6,387
Non-Discretionary
$325.8M
Accounts
777

ContactClients

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Individual Clients
373
AUM
$214.1M
HNW Individual Clients
1,403
AUM
$7.3B
Pension/Profit Sharing Plan Clients
8
AUM
$1.2M
Charitable Organization Clients
2
AUM
$4.9M
Corporation or Business Clients
3
AUM
$9.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLGAHIIAIDILINKSMAMDMIMNMONCNENHNJNMNVNYOHORPARISCTNTXUTVAWAWI

HandshakeAffiliates

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

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