JMAC ENTERPRISES LLC
Firm details
- Headquarters
- NEWTOWN, Pennsylvania
- CRD number
- 312710
- Registered since
- March 2, 2021
- Custodians
- TRADE-PMR INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.24%
- Charitable Organizations11.34%
- Individuals4.97%
- Pension & Profit Sharing Plans0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Jmac Enterprises LLC operates as an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The company markets itself as a capital allocator that serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Compensation is structured through both percentage-of-AUM and fixed-fee arrangements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities17%
- US Government Bonds12%
- State & Local Bonds7%
- Investment Grade Corp Bonds4%
Contacts
3 of 3MORGAN MACAULAY
Lead AdvisorCRD 6091926
ROBERT MACAULAY
Founder & Managing PrincipalCRD 1936227
L MACAULAY
Wealth AdvisorCRD 6813076
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$585M in ETFs
87%
$508M
12%
$76.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | BlackRock | Passive | Large Value | $30.8M | 143,945 | 5.26% |
Location
NEWTOWN, PA
BUCKS
Location
NEWTOWN, PA
Headquartered in NEWTOWN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- BUCKS
- Address
- 201 S State St
- Time zone
- ET (UTC-5)
- Office locations
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