LP Profile

JMG Financial Group

Also known as jmg financial

Wealth ManagerDowners Grove, United StatesFounded 1984
$7.5B
Assets Under Management
Downers Grove
Headquarters
Investment Focus

About JMG Financial Group

JMG Financial Group received the Schwab Advisor' Services' 2018 Best-in-Business IMPACT Award. Find out how we can help you grow your wealth today!

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to JMG Financial Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$7.5B
Total Clients
7,164
Filing Date
March 23, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to JMG Financial Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is JMG Financial Group?

JMG Financial Group is a wealth manager based in Downers Grove, United States, managing approximately $7.5B in assets.

Where is JMG Financial Group headquartered?

JMG Financial Group is headquartered in Downers Grove, United States.

How much does JMG Financial Group manage?

JMG Financial Group manages approximately $7.5B in assets under management.

When was JMG Financial Group founded?

JMG Financial Group was founded in 1984.

How can I contact JMG Financial Group?

Verified contact details, key decision-makers, and investment preferences for JMG Financial Group are available on LPbacked. Create a free account to access them.