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Jms Capital Group Wealth Services, LLC

● SEC registered since 2015CRD 281325SEC# 801-106661Sewickley, PA
Export (members)
Reg. AUM
$161.3M
Employees
4
Accounts
415
Location
Sewickley, PA

Jms Capital Group Wealth Services, LLC assets under management

Jms Capital Group Wealth Services, LLC is an investment advisory firm registered with the SEC based in Sewickley, PA. The firm has been registered since 2015. It reports $161.3 million in regulatory assets under management and employs 4 people.
www.facebook.com/jmscapitalgroupView on SEC.gov ↗

Jms Capital Group Wealth Services, LLC owners & executives

4 reported
NameTitleOwnershipSince
Jms Capital Group, LLC ControlOwner / Holding CompanyOver 75%2015
John Martin Schneider ControlPresident/CeoUnder 5%2015
Melissa Tsaggaris Corso ControlChief Compliance OfficerUnder 5%2015
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Frequently asked questions

How much does Jms Capital Group Wealth Services, LLC manage?

Jms Capital Group Wealth Services, LLC reports $161.3 million in regulatory assets under management on its Form ADV.

How many employees does Jms Capital Group Wealth Services, LLC have?

Jms Capital Group Wealth Services, LLC reports 4 employees.

Where is Jms Capital Group Wealth Services, LLC located?

Jms Capital Group Wealth Services, LLC is based in Sewickley, PA and has been SEC-registered since 2015.

Does Jms Capital Group Wealth Services, LLC disclose fund performance?

Jms Capital Group Wealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address417 Thorn Street, Suite 300, Sewickley, PA 15143
Phone412-415-1177
Fax412-843-0258
Office hours8:30-5
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$127.4M
Non-discretionary$34M
Total (RAUM)$161.3M