JMG FINANCIAL GROUP LTD
CRD #110302 SEC #801-23526 DOWNERS GROVE, IL 630-571-5252
SEC Registered
Total AUM
$6.4B
Discretionary
$6.1B
Employees
96
Clients
--
Accounts
5,763
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $6.4B | $6.1B | $237.3M | 96 | 143 |
| Mar 2025 | $6.4B | $6.1B | $237.3M | 96 | 143 |
| Jan 2025 | $5.4B | $5.2B | $204.9M | 63 | 147 |
| Sep 2024 | $5.4B | $5.2B | $204.9M | 63 | 147 |
| Apr 2024 | $5.4B | $5.2B | $204.9M | 63 | 147 |
| Mar 2024 | $5.4B | $5.2B | $204.9M | 63 | 147 |
| Feb 2024 | $4.5B | $4.3B | $185.7M | 64 | 147 |
| Dec 2023 | $4.5B | $4.3B | $185.7M | 64 | 147 |
| Nov 2023 | $4.5B | $4.3B | $185.7M | 64 | 147 |
| Aug 2023 | $4.5B | $4.3B | $185.7M | 64 | 147 |
| Mar 2023 | $4.5B | $4.3B | $185.7M | 64 | 147 |
| Mar 2023 | $4.7B | $4.5B | $176.7M | 56 | 124 |
| Jan 2023 | $4.7B | $4.5B | $176.7M | 56 | 124 |
| Oct 2022 | $4.7B | $4.5B | $176.7M | 56 | 124 |
| Sep 2022 | $4.7B | $4.5B | $176.7M | 56 | 124 |
| Jun 2022 | $4.7B | $4.5B | $176.7M | 56 | 124 |
| Mar 2022 | $4.7B | $4.5B | $176.7M | 56 | 124 |
| Jan 2022 | $3.8B | $3.6B | $147.6M | 54 | 143 |
| Oct 2021 | $3.8B | $3.6B | $147.6M | 54 | 143 |
| Sep 2021 | $3.8B | $3.6B | $147.6M | 54 | 143 |
| Sep 2021 | $3.8B | $3.6B | $147.6M | 54 | 143 |
| Jul 2021 | $3.8B | $3.6B | $147.6M | 54 | 143 |
| May 2021 | $3.8B | $3.6B | $147.6M | 54 | 143 |
| Mar 2021 | $3.8B | $3.6B | $147.6M | 54 | 143 |
| Jan 2021 | $3.3B | $3.2B | $173.3M | 53 | 120 |
| Jun 2020 | $3.3B | $3.2B | $173.3M | 53 | 120 |
| May 2020 | $3.3B | $3.2B | $173.3M | 53 | 120 |
| Mar 2020 | $3.3B | $3.2B | $173.3M | 53 | 120 |
| Jan 2020 | $2.7B | $2.5B | $156.6M | 42 | 120 |
| Oct 2019 | $2.7B | $2.5B | $156.6M | 42 | 120 |
| Mar 2019 | $2.7B | $2.5B | $156.6M | 42 | 120 |
| Jan 2019 | $2.6B | $2.4B | $153.7M | 34 | 107 |
| Apr 2018 | $2.6B | $2.4B | $153.7M | 34 | 107 |
| Mar 2018 | $2.6B | $2.4B | $153.7M | 34 | 107 |
| Jan 2018 | $2.1B | $1.9B | $149.9M | 35 | 97 |
| Dec 2017 | $2.1B | $1.9B | $149.9M | 35 | 97 |
| Sep 2017 | $2.1B | $1.9B | $149.9M | 35 | 600 |
| Sep 2017 | $2.1B | $1.9B | $149.9M | 35 | 600 |
| Jun 2017 | $2.1B | $1.9B | $149.9M | 35 | 600 |
| Mar 2017 | $2.1B | $1.9B | $149.9M | 35 | 600 |
| Jan 2017 | $1.9B | $1.7B | $136.7M | 34 | 700 |
| Nov 2016 | $1.9B | $1.7B | $136.7M | 34 | 700 |
| Jun 2016 | $1.9B | $1.7B | $136.7M | 34 | 700 |
| Mar 2016 | $1.9B | $1.7B | $136.7M | 34 | 700 |
| Jul 2015 | $1.9B | $1.7B | $126.3M | 34 | 700 |
| Mar 2015 | $1.9B | $1.7B | $126.3M | 34 | 700 |
| Jan 2015 | $1.7B | $1.6B | $72.8M | 32 | 700 |
| Oct 2014 | $1.7B | $1.6B | $72.8M | 32 | 700 |
| Jun 2014 | $1.7B | $1.6B | $72.8M | 32 | 700 |
| Mar 2014 | $1.7B | $1.6B | $72.8M | 32 | 700 |
| Mar 2013 | $1.5B | $1.5B | $69.9M | 33 | 600 |
| Jul 2012 | $1.3B | $1.3B | $65.4M | 11 | 600 |
| May 2012 | $1.3B | $1.3B | $65.4M | 11 | 600 |
| May 2012 | $1.3B | $1.3B | $65.4M | 11 | 600 |
| Apr 2012 | $1.3B | $1.3B | $65.4M | 11 | 600 |
| Feb 2012 | $1.3B | $1.3B | $65.4M | 11 | 600 |
| Jun 2011 | $1.3B | $1.2B | $71.6M | -- | -- |
| Mar 2011 | $1.3B | $1.2B | $71.6M | -- | -- |
| Dec 2010 | $1.1B | $986M | $68.3M | -- | -- |
| Mar 2010 | $1.1B | $986M | $68.3M | -- | -- |
| Mar 2009 | $806.2M | $746.2M | $60.1M | -- | -- |
| Jan 2008 | $1.2B | $1.1B | $72M | -- | -- |
| Feb 2007 | $1.2B | $1.1B | $72M | -- | -- |
| Mar 2006 | $980.2M | $916.7M | $63.5M | -- | -- |
| Dec 2005 | $1B | $790.5M | $237.9M | -- | -- |
| Aug 2004 | $912.9M | $694.8M | $218.1M | -- | -- |
| Mar 2002 | $905M | $609.5M | $295.5M | -- | -- |
DateAug 2025
Total AUM$6.4B
Discretionary$6.1B
Non-Disc.$237.3M
Employees96
Clients143
DateMar 2025
Total AUM$6.4B
Discretionary$6.1B
Non-Disc.$237.3M
Employees96
Clients143
DateJan 2025
Total AUM$5.4B
Discretionary$5.2B
Non-Disc.$204.9M
Employees63
Clients147
DateSep 2024
Total AUM$5.4B
Discretionary$5.2B
Non-Disc.$204.9M
Employees63
Clients147
DateApr 2024
Total AUM$5.4B
Discretionary$5.2B
Non-Disc.$204.9M
Employees63
Clients147
DateMar 2024
Total AUM$5.4B
Discretionary$5.2B
Non-Disc.$204.9M
Employees63
Clients147
DateFeb 2024
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$185.7M
Employees64
Clients147
DateDec 2023
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$185.7M
Employees64
Clients147
DateNov 2023
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$185.7M
Employees64
Clients147
DateAug 2023
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$185.7M
Employees64
Clients147
DateMar 2023
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$185.7M
Employees64
Clients147
DateMar 2023
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$176.7M
Employees56
Clients124
DateJan 2023
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$176.7M
Employees56
Clients124
DateOct 2022
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$176.7M
Employees56
Clients124
DateSep 2022
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$176.7M
Employees56
Clients124
DateJun 2022
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$176.7M
Employees56
Clients124
DateMar 2022
Total AUM$4.7B
Discretionary$4.5B
Non-Disc.$176.7M
Employees56
Clients124
DateJan 2022
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$147.6M
Employees54
Clients143
DateOct 2021
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$147.6M
Employees54
Clients143
DateSep 2021
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$147.6M
Employees54
Clients143
DateSep 2021
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$147.6M
Employees54
Clients143
DateJul 2021
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$147.6M
Employees54
Clients143
DateMay 2021
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$147.6M
Employees54
Clients143
DateMar 2021
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$147.6M
Employees54
Clients143
DateJan 2021
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$173.3M
Employees53
Clients120
DateJun 2020
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$173.3M
Employees53
Clients120
DateMay 2020
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$173.3M
Employees53
Clients120
DateMar 2020
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$173.3M
Employees53
Clients120
DateJan 2020
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$156.6M
Employees42
Clients120
DateOct 2019
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$156.6M
Employees42
Clients120
DateMar 2019
Total AUM$2.7B
Discretionary$2.5B
Non-Disc.$156.6M
Employees42
Clients120
DateJan 2019
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$153.7M
Employees34
Clients107
DateApr 2018
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$153.7M
Employees34
Clients107
DateMar 2018
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$153.7M
Employees34
Clients107
DateJan 2018
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$149.9M
Employees35
Clients97
DateDec 2017
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$149.9M
Employees35
Clients97
DateSep 2017
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$149.9M
Employees35
Clients600
DateSep 2017
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$149.9M
Employees35
Clients600
DateJun 2017
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$149.9M
Employees35
Clients600
DateMar 2017
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$149.9M
Employees35
Clients600
DateJan 2017
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$136.7M
Employees34
Clients700
DateNov 2016
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$136.7M
Employees34
Clients700
DateJun 2016
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$136.7M
Employees34
Clients700
DateMar 2016
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$136.7M
Employees34
Clients700
DateJul 2015
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$126.3M
Employees34
Clients700
DateMar 2015
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$126.3M
Employees34
Clients700
DateJan 2015
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$72.8M
Employees32
Clients700
DateOct 2014
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$72.8M
Employees32
Clients700
DateJun 2014
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$72.8M
Employees32
Clients700
DateMar 2014
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$72.8M
Employees32
Clients700
DateMar 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$69.9M
Employees33
Clients600
DateJul 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$65.4M
Employees11
Clients600
DateMay 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$65.4M
Employees11
Clients600
DateMay 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$65.4M
Employees11
Clients600
DateApr 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$65.4M
Employees11
Clients600
DateFeb 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$65.4M
Employees11
Clients600
DateJun 2011
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$71.6M
Employees--
Clients--
DateMar 2011
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$71.6M
Employees--
Clients--
DateDec 2010
Total AUM$1.1B
Discretionary$986M
Non-Disc.$68.3M
Employees--
Clients--
DateMar 2010
Total AUM$1.1B
Discretionary$986M
Non-Disc.$68.3M
Employees--
Clients--
DateMar 2009
Total AUM$806.2M
Discretionary$746.2M
Non-Disc.$60.1M
Employees--
Clients--
DateJan 2008
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$72M
Employees--
Clients--
DateFeb 2007
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$72M
Employees--
Clients--
DateMar 2006
Total AUM$980.2M
Discretionary$916.7M
Non-Disc.$63.5M
Employees--
Clients--
DateDec 2005
Total AUM$1B
Discretionary$790.5M
Non-Disc.$237.9M
Employees--
Clients--
DateAug 2004
Total AUM$912.9M
Discretionary$694.8M
Non-Disc.$218.1M
Employees--
Clients--
DateMar 2002
Total AUM$905M
Discretionary$609.5M
Non-Disc.$295.5M
Employees--
Clients--