JMG Financial Group Ltd.

JMG Financial Group Ltd.

JMG Financial Group Ltd.

Overview
Date Founded

1984

Headquarters

2001 BUTTERFIELD RD, SUITE 1400, DOWNERS GROVE, IL, 60515

Type of Company

Private

Employees (Worldwide)

42

Industries

Investment Services & Portfolio Management

Company Description

JMG uses different methods of security analysis such as fundamental and technical. Their primary investment strategy is strategic asset allocation. In implementing investment advice, they may utilize different investment strategies such as long-term purchases and short-term purchases. JMG primarily allocates client investment assets among various individual equity (stocks) and fixed income securities, mutual funds, ETFs, ETNs, private funds, and unaffiliated sub-advisors, on a discretionary and non-discretionary basis.

Contact Data
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Executives & Employees

Chief Executive Officer

Principal & Chief Investment Officer

Principal & Chief Compliance Officer

Chief Client Solutions Officer

Shareholder, Chief Operating Officer & Secretary

Shareholder & President

Principal

Shareholder & Senior Vice President

Senior Director of Organizational Development

Director of Tax

Board of Directors

Chief Executive Officer at JMG Financial Group Ltd.

Shareholder, Chief Operating Officer & Secretary at JMG Financial Group Ltd.

Principal at JMG Financial Group Ltd.

Principal & Chief Investment Officer at JMG Financial Group Ltd.

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JMG Financial Group Ltd.
Non-Profit Donations & Grants
$1,000 - $2,499
2017
$1,000 - $4,999
2017
Investors
Details Hidden

Principal & Chief Investment Officer at JMG Financial Group Ltd.

Details Hidden

Principal at JMG Financial Group Ltd.

Awards & Honors
Rank #114
2015
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Rank #102
2014
Financial Advisor Magazine - Top RIA Survey
Rank #102
2014
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
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