JEMMA INVESTMENT ADVISORS LLC
Legal name: JEMMA FINANCIAL SERVICES
CRD #284198 SEC #801-126937 BALTIMORE, MD (855) 662-2121
SEC Registered
Total AUM
$145.9M
Discretionary
$119.2M
Employees
5
Clients
251
Accounts
589
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $145.9M | $119.2M | $26.7M | 5 | 0 |
| Mar 2024 | $98.8M | $75.9M | $22.9M | 6 | 0 |
| Nov 2023 | $46.2M | $44.7M | $1.6M | 6 | 0 |
| Nov 2023 | $46.2M | $44.7M | $1.6M | 6 | 0 |
| Nov 2023 | $46.2M | $44.7M | $1.6M | 6 | 0 |
| Sep 2023 | $46.2M | $44.7M | $1.6M | 6 | 0 |
| Mar 2023 | $46.2M | $44.7M | $1.6M | 6 | 0 |
| Dec 2022 | $43.1M | $41.7M | $1.5M | 6 | 0 |
| Dec 2022 | $43.1M | $41.7M | $1.5M | 6 | 0 |
| Nov 2022 | $43.1M | $41.7M | $1.5M | 6 | 0 |
| Oct 2022 | $43.1M | $41.7M | $1.5M | 6 | 0 |
| Jul 2017 | $61.8M | $61.8M | $0 | 6 | 200 |
| Apr 2017 | $61.8M | $61.8M | $0 | 6 | 200 |
| Mar 2017 | $61.8M | $61.8M | $0 | 6 | 200 |
| Jan 2017 | $45.8M | $45.8M | $0 | 6 | 26 |
| Oct 2016 | $0 | $0 | $0 | 6 | 0 |
| Oct 2016 | $0 | $0 | $0 | 6 | 0 |
| Oct 2016 | $0 | $0 | $0 | 2 | 0 |
| Sep 2016 | $0 | $0 | $0 | 2 | 0 |
| Sep 2016 | $0 | $0 | $0 | 2 | 0 |
| Aug 2016 | $0 | $0 | $0 | 2 | 0 |
| Aug 2016 | $0 | $0 | $0 | 2 | 0 |
| Jun 2016 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$145.9M
Discretionary$119.2M
Non-Disc.$26.7M
Employees5
Clients0
DateMar 2024
Total AUM$98.8M
Discretionary$75.9M
Non-Disc.$22.9M
Employees6
Clients0
DateNov 2023
Total AUM$46.2M
Discretionary$44.7M
Non-Disc.$1.6M
Employees6
Clients0
DateNov 2023
Total AUM$46.2M
Discretionary$44.7M
Non-Disc.$1.6M
Employees6
Clients0
DateNov 2023
Total AUM$46.2M
Discretionary$44.7M
Non-Disc.$1.6M
Employees6
Clients0
DateSep 2023
Total AUM$46.2M
Discretionary$44.7M
Non-Disc.$1.6M
Employees6
Clients0
DateMar 2023
Total AUM$46.2M
Discretionary$44.7M
Non-Disc.$1.6M
Employees6
Clients0
DateDec 2022
Total AUM$43.1M
Discretionary$41.7M
Non-Disc.$1.5M
Employees6
Clients0
DateDec 2022
Total AUM$43.1M
Discretionary$41.7M
Non-Disc.$1.5M
Employees6
Clients0
DateNov 2022
Total AUM$43.1M
Discretionary$41.7M
Non-Disc.$1.5M
Employees6
Clients0
DateOct 2022
Total AUM$43.1M
Discretionary$41.7M
Non-Disc.$1.5M
Employees6
Clients0
DateJul 2017
Total AUM$61.8M
Discretionary$61.8M
Non-Disc.$0
Employees6
Clients200
DateApr 2017
Total AUM$61.8M
Discretionary$61.8M
Non-Disc.$0
Employees6
Clients200
DateMar 2017
Total AUM$61.8M
Discretionary$61.8M
Non-Disc.$0
Employees6
Clients200
DateJan 2017
Total AUM$45.8M
Discretionary$45.8M
Non-Disc.$0
Employees6
Clients26
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0