← Back to searchVisit website
JMAC ENTERPRISES LLC
CRD 312710 · SEC 801-120407
201 SOUTH STATE ST, SUITE 2A, NEWTOWN, PA, 18940, United States
Phone
267-753-7066
Fax
215-860-1687
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$722.4M
Discretionary AUM
$719.2M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $35.9M |
| High net worth individuals | 91 | $601.3M |
| Pension/profit sharing plans | 3 | $3.2M |
| Charitable organizations | 3 | $82.0M |
States served
CA, IL, LA, MD, NJ, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD