CRD: 304591
JM TAX & Financial LLC
Tega CAY, SC
8039845667
$4.5M Total AUM
$4.4M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-19-2019
- Office Locations
- 1
Office Locations
-- Tega CAY SC
About JM TAX & Financial LLC
JM TAX & Financial LLC is a Tega CAY-based RIA. The firm has been operating for 6 years. Managing $4.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$124.4K AVG AUM / CLIENT
6.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Matrix pioneer
Investment Themes
Vector prime Value Unison
Investment Vehicles
Summit Beacon
Services
Radial vector Foundation Horizon insight Pathway legacy Ridge Value beacon
Owner & Executives
J
JOHN Vamer MITCHELL
Chief Compliance Officer, Principal Owner
- CRD
- #4866138
- Ownership
- 75% or more
(215) 705-4739
pioneer.alpha@embercapital.com
in linkedin.com/in/summit-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,363,309 | -- |
| Non-Discretionary | $116,388 | -- |
| Total | $4,479,697 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,479,697
Public Funds:
77.9% Cash:
22.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,961,561,035 | 77.9% |
| Cash | $1,123,883,169 | 22.1% |
| Total | $5,085,444,204 | 100.0% |