JMG Financial Group

Trust Score 98%
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Last updated: August 21st, 2019. Data source: SEC filings.


JMG Financial Group, federally registered in 1985, is a Registered Investment Advisor (RIA) in 29 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.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $3,117,664
Hybrid Advisor No
Disciplinary History No
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, LA, MD, MA, MI, MN, MO, NE, NV, NH, NJ, NY, NC, OH, OR, PA, SC, TN, TX, VA, WA, WI

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