Jmk & Associates, LLC
● SEC registered since 2021CRD 312760SEC# 801-120424Spokane, WA
Reg. AUM
$268.4M
Employees
4
Accounts
1,459
Location
Spokane, WA
Jmk & Associates, LLC assets under management
Jmk & Associates, LLC is an SEC-registered investment adviser based in Spokane, WA. The firm has been registered since 2021. It reports $268.4 million in regulatory assets under management and employs 4 people.
Jmk & Associates, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Madison King Control | Managing Member & Cco | Over 75% | 2021 |
Frequently asked questions
How much does Jmk & Associates, LLC manage?
Jmk & Associates, LLC reports $268.4 million in regulatory assets under management on its Form ADV.
How many employees does Jmk & Associates, LLC have?
Jmk & Associates, LLC reports 4 employees.
Where is Jmk & Associates, LLC located?
Jmk & Associates, LLC is based in Spokane, WA and has been SEC-registered since 2021.
Does Jmk & Associates, LLC disclose fund performance?
Jmk & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 102 East Main Street, Spokane, WA 99202 |
| Phone | 509-703-7771 |
| Fax | 509-703-7674 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$268.4M▼ 22%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$268.4Mregulatory AUM
Discretionary $268.4M