JMR FINANCIAL GROUP

Overview

JMR Financial Group is an independent, privately owned registered investment advisor operating as a corporation that focuses on serving individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses and offers pension consulting services. It lists "Accountant" among its business activities, which suggests an advisor model that integrates tax or accounting perspectives into client advice. Fee arrangements comprise both a percentage-of-assets model and fixed-fee engagements. The firm is not identified as an ESG investor and is not described as a multi-state adviser in the supplied data.

Assets & Accounts

Public Holdings

Investments & Alternatives