JMG Financial Group

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Last updated: January 16th, 2020. Data source: SEC filings.

JMG Financial Group, federally registered in 1985, is a Registered Investment Advisor (RIA) in 28 state(s) with a licensed staff of 25 advisors. JMG Financial Group manages $2.7 billion and provides investment advisory services for 858 clients (1:35 advisor/client ratio). This firm does not have a disciplinary history.

Trusted 2019 Trusted Firm


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Avg Advisor Years Registered 11
Percentage of Advisors Trusted 76%
Minimum Investment $1,000,000
Average Client Balance $3,117,664
Total AUM $2.7 billion
Advisor / Client Ratio 1:35
Headquarters Downers Grove, IL
SEC Filings Forms and Brochures    (CRD # 110302)
State(s) Registered AZ, CA, CT, DC, FL, GA, IL, IN, IA, MD, MA, MI, MN, MO, NE, NV, NH, NJ, NY, NC, OH, OR, PA, SC, TN, TX, VA, WA, WI

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