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JDM FINANCIAL GROUP LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$295.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 295.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 122057 |
| SEC Number | 801-122040 |
| Phone | (310) 479-4122 |
| Fax | (310) 943-0448 |
| Total Employees | 5 |
Client Count by Type (143 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 91 |
| Individuals (other than H… | 52 |
County data not available for this organization.