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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.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||11|
|Percentage of Advisors Trusted||76%|
|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|