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Jdm Financial Group LLC

● SEC registered since 2021CRD 122057SEC# 801-122040
Export (members)
Reg. AUM
$295.9M
Employees
5
Accounts
799
Location

Jdm Financial Group LLC assets under management

Jdm Financial Group LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $295.9 million in regulatory assets under management and employs 5 people.

Jdm Financial Group LLC owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey David Munjack ControlManaging Member/Chief Compliance OfficerOver 75%2002

Frequently asked questions

How much does Jdm Financial Group LLC manage?

Jdm Financial Group LLC reports $295.9 million in regulatory assets under management on its Form ADV.

How many employees does Jdm Financial Group LLC have?

Jdm Financial Group LLC reports 5 employees.

Does Jdm Financial Group LLC disclose fund performance?

Jdm Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(310) 479-4122
Fax(310) 943-0448
Office hours9:00 a.m. - 2:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1960212
Discloses disciplinary historyNo

Assets under management

Discretionary$295.9M
Non-discretionary$0
Total (RAUM)$295.9M