RIA Intel›Advisers›JDM FINANCIAL GROUP LLC

JDM FINANCIAL GROUP LLC

Advisory

N·

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$353M
1-Year AUM Growth
+13.7%
3-Year CAGR
+11.0%
Employees
4
Assets Under Management
Total AUM$353M
Discretionary AUM$353M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients143
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record22
First FilingJun 13, 2007
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 22 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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