RIA Intel›Advisers›Wisconsin›JMR FINANCIAL GROUP, INC.

JMR FINANCIAL GROUP, INC.

Advisory

SUPERIOR, WI

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in WI

#299

of 354 advisers by AUM

Average account

$82K

across 835 accounts

AUM per adviser

$34M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$68M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$68M

Discretionary AUM$68M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients835

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA, MN, WI

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

835 clients

40 high-net-worth

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

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