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NEU WEALTH GROUP
JMN FINANCIAL, LLC
CRD 316673 · SEC 801-134674
CA, United States
Phone
516-695-2844
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$291.8M
Discretionary AUM
$291.8M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $30.0M |
| High net worth individuals | 39 | $252.1M |
| Pension/profit sharing plans | 8 | $8.4M |
| Charitable organizations | 3 | $1.2M |
States served
CA, NJ, NY, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD