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JMR FINANCIAL GROUP
JMR FINANCIAL GROUP, INC.
CRD 114149
1225 TOWER AVENUE, SUITE 305, SUPERIOR, WI, 54880, United States
Phone
715-392-0202
Fax
888-787-2226
Registration
— (—)
Source
State registered
Total AUM
$68.1M
Discretionary AUM
$68.1M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 795 | $48.0M |
| High net worth individuals | 40 | $20.1M |
All web addresses on file
Official SEC filing: View on IAPD