JMG FINANCIAL GROUP LTD
Total AUM
$7.5B
Employees
103Clients
1,789Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2001 BUTTERFIELD ROAD, SUITE 1400
DOWNERS GROVE
IL 60515
United States
DOWNERS GROVE
IL 60515
United States
Operating Hours
8:30 A.M. TO 4:30 P.M.
Monday - Friday
Monday - Friday
Phone
630-571-5252
Other Offices
3
Financials
Total AUM
$7.5B
Accounts
7,164Discretionary
$7.2B
Accounts
6,387Non-Discretionary
$325.8M
Accounts
777
Clients
Individual Clients
373AUM
$214.1M
HNW Individual Clients
1,403AUM
$7.3B
Pension/Profit Sharing Plan Clients
8AUM
$1.2M
Charitable Organization Clients
2AUM
$4.9M
Corporation or Business Clients
3AUM
$9.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCFLGAHIIAIDILINKSMAMDMIMNMONCNENHNJNMNVNYOHORPARISCTNTXUTVAWAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.