JMI FINANCIAL SERVICES, INC
CRD #105476 SEC #801-32440 ROCKY RIVER, OH 440-333-5300
SEC Registered
Total AUM
$30M
Discretionary
$17M
Employees
5
Clients
101
Accounts
250
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2006 | $12M | $4M | $8M | 5 | -- |
| Nov 2005 | $30M | $17M | $13M | 5 | -- |
| Mar 2004 | $25M | $25M | $0 | 5 | -- |
| Mar 2002 | $30M | $30M | $0 | 5 | -- |
DateNov 2006
Total AUM$12M
Discretionary$4M
Non-Disc.$8M
Employees5
Clients--
DateNov 2005
Total AUM$30M
Discretionary$17M
Non-Disc.$13M
Employees5
Clients--
DateMar 2004
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--