Key facts
- JMG Financial Group is a other based in Downers Grove, Illinois.
- JMG Financial Group reports $27.2M in regulatory assets under management, per its SEC Form ADV (2026-03).
About JMG Financial Group
JMG Financial Group is a wealth management firm based in Downers Grove, Illinois. Established in 1984, the firm offers wealth management, investment management, and tax planning services to its clients. The firm's investments are governed by the executive management team. The firm is a Registered Investment Adviser (RIA).
Registered with the SEC
Form ADV · 2026-03 · CRD 110302- Regulatory AUM
- $27.2M
- Private fund assets
- —
- Private funds
- —
- Staff
- 103
- Registered office
- DOWNERS GROVE, IL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as JMG FINANCIAL GROUP LTD).
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Portfolio
Portfolio — not yet on record
No portfolio companies for JMG Financial Group are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is JMG Financial Group's AUM?
- JMG Financial Group manages approximately $6K in assets.