JMM Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 123121
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
JMM Financial, LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services to individuals and families. The firm is structured as a limited liability company and is owned by an individual. JMM Financial emphasizes a client-centric approach, offering tailored financial solutions that cater to the unique needs of its clients. The firm does not engage in capital allocation or serve as a pension consultant, positioning itself primarily in the realm of personal financial advisory.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Investment Grade Corp Bonds55%
- Cash & Cash Equivalents14%
- Exchange Traded Equities11%
- Non-Investment Grade Corp Bonds10%
- State & Local Bonds5%
Contacts
1 of 1Judith Mindock
PresidentCRD 4600362
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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