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Jmg Financial Group Ltd

● SEC registered since 1985CRD 110302SEC# 801-23526Downers Grove, IL
Export (members)
Reg. AUM
$6.37B
Employees
96
Accounts
5,763
Location
Downers Grove, IL

Jmg Financial Group Ltd assets under management

Jmg Financial Group Ltd operates as an SEC-registered investment adviser based in Downers Grove, IL. The firm has been registered since 1985. It reports $6.4 billion in regulatory assets under management and employs 96 people.

Jmg Financial Group Ltd owners & executives

16 reported
NameTitleOwnershipSince
Aaron Walter NiecShareholderUnder 5%2023
Adam Currie Boyer ControlChief Operating Officer And Chief Compliance OfficerUnder 5%2025
Anthony David Cecchini ControlShareholder And Chief Executive Officer10-25%2007
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Frequently asked questions

How much does Jmg Financial Group Ltd manage?

Jmg Financial Group Ltd reports $6.4 billion in regulatory assets under management on its Form ADV.

How many employees does Jmg Financial Group Ltd have?

Jmg Financial Group Ltd reports 96 employees.

Where is Jmg Financial Group Ltd located?

Jmg Financial Group Ltd is based in Downers Grove, IL and has been SEC-registered since 1985.

Does Jmg Financial Group Ltd disclose fund performance?

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

Contact & registration

Address2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515
Phone630-571-5252
Fax630-571-3821
Office hours8:30 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1314404
Discloses disciplinary historyNo

Assets under management

Discretionary$6.13B
Non-discretionary$237.3M
Total (RAUM)$6.37B