← Back to searchVisit website
JEMMA FINANCIAL SERVICES
JEMMA INVESTMENT ADVISORS LLC
CRD 284198 · SEC 801-126937
810 GLENEAGLES COURT, SUITE 109, BALTIMORE, MD, 21286, United States
Phone
(855) 662-2121
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.8M
Discretionary AUM
$108.1M
Team
5 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)RETIREMENT PLAN SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 238 | $41.0M |
| High net worth individuals | 74 | $69.4M |
| Pension/profit sharing plans | 8 | $24.0M |
| Corporations/business entities | 4 | $5.5M |
States served
CO, DE, DC, IL, ME, MD, MI, NJ, NY, NC, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD