JMK & ASSOCIATES, LLC
Firm details
- Headquarters
- SPOKANE, Washington
- CRD number
- 312760
- Registered since
- March 9, 2021
- Website
- www.jmkfa.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI53.94%
- Individuals45.39%
- Corporations / Businesses0.42%
- Pension & Profit Sharing Plans0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
JMK & Associates, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm is owner-managed and focuses on individual and family clients, billing on a percentage-of-assets-under-management basis. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor and is not described as a multi-state adviser.
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 Funds91%
- Exchange Traded Equities3%
- US Government Bonds1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1JAMES KING
Owner / Financial AdvisorCRD 5236222
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SPOKANE, WA
SPOKANE
Location
SPOKANE, WA
Headquartered in SPOKANE, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- SPOKANE
- Address
- 102 E Main Ave
- Time zone
- PT (UTC-8)
- Office locations
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