RIA Intel›Advisers›Pennsylvania›JMM FINANCIAL, LLC

JMM FINANCIAL, LLC

Advisory

PA

Data as of Jul 1, 2024 · Source: SEC Form ADV

Rank in PA

#1,424

of 1,528 advisers by AUM

Average account

$166K

across 23 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 1, 2024.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$243K

Discretionary %93.6%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

23 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

BOATMAN WEALTH MANAGEMENT, LLC

$4M

SCOTT FINANCIAL RESOURCES LLC

$4M

KEY WEALTH PARTNERS, LLC

$4M

CERNESE, MARK ANTHONY

$4M

TACTICAL WEALTH PLANNING LLC

$4M

MATTERHORN ASSET MANAGEMENT CORP

$4M

Get the full picture on JMM FINANCIAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track JMM FINANCIAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans