Jdm Financial Group LLC
● SEC registered since 2021CRD 122057SEC# 801-122040
Reg. AUM
$352.8M
Employees
4
Accounts
790
Location
—
Jdm Financial Group LLC assets under management
Jdm Financial Group LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $352.8 million in regulatory assets under management and employs 4 people.
Jdm Financial Group LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey David Munjack Control | Managing Member/Chief Compliance Officer | Over 75% | 2002 |
Frequently asked questions
How much does Jdm Financial Group LLC manage?
Jdm Financial Group LLC reports $352.8 million in regulatory assets under management on its Form ADV.
How many employees does Jdm Financial Group LLC have?
Jdm Financial Group LLC reports 4 employees.
Does Jdm Financial Group LLC disclose fund performance?
Jdm Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (310) 479-4122 |
| Fax | (310) 943-0448 |
| Office hours | 9:00 a.m. - 2:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1960212 |
| Discloses disciplinary history | No |
Regulatory AUM
$352.8M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$352.8Mregulatory AUM
Discretionary $352.8M