Jmg Financial Group Ltd
● SEC registered since 1985CRD 110302SEC# 801-23526Downers Grove, IL
Reg. AUM
$7.5B
Employees
103
Accounts
7,164
Location
Downers Grove, IL
Jmg Financial Group Ltd assets under management
Jmg Financial Group Ltd operates as an SEC-registered investment adviser based in Downers Grove, IL. The firm has been registered since 1985. It reports $7.5 billion in regulatory assets under management and employs 103 people.
Jmg Financial Group Ltd owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Walter Niec | Shareholder | Under 5% | 2023 |
| Adam Currie Boyer Control | Shareholder, Chief Operating Officer And Chief Compliance Officer | Under 5% | 2025 |
| Anthony David Cecchini Control | Shareholder And Chief Executive Officer | 10-25% | 2007 |
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Join to unlock · $37/moFrequently asked questions
How much does Jmg Financial Group Ltd manage?
Jmg Financial Group Ltd reports $7.5 billion in regulatory assets under management on its Form ADV.
How many employees does Jmg Financial Group Ltd have?
Jmg Financial Group Ltd reports 103 employees.
Where is Jmg Financial Group Ltd located?
Jmg Financial Group Ltd is based in Downers Grove, IL and has been SEC-registered since 1985.
Does Jmg Financial Group Ltd disclose fund performance?
Jmg Financial Group Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515 |
| Phone | 630-571-5252 |
| Fax | 630-571-3821 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1314404 |
| Discloses disciplinary history | No |
Regulatory AUM
$7.5B▲ 38%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$7.5Bregulatory AUM
Discretionary $7.17BNon-discretionary $325.8M