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- Custodian
- Assetmark · Charles Schwab & Company · John Hancock · TD Ameritrade
- Clients
- Retail
- Platforms
- PeakInsight atlas
- Established Date
- 01-04-1984
- Office Locations
- 1
Office Locations
About JMR Financial Group
JMR Financial Group provides integrated wealth management, accounting, and tax planning, pairing investment and tax professionals to manage clients’ full financial picture. Serving individuals and business owners from the Twin Ports (Superior, WI/Duluth, MN) nationwide, the firm offers financial and legacy planning, retirement and insurance guidance, and investment management with a strong ETF-oriented approach (custodied with firms such as Schwab).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ZEPHRINA MALINDA CAZAUBON
Chief Executive Officer, Managing Partner
- CRD
- --
- Ownership
- 75% or more
NATHAN ALAN MADILL
Advisor, Chief Compliance Officer, President
- CRD
- #4527197
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Brian Keith Koski
Investment Advisor
- CRD
- #6859222
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,063,849 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,063,849 | -- |
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Separately Managed Accounts
Total SMA Asset: $68,063,849
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,295,963,696 | 29.7% |
| Cash | $3,092,206,998 | 40.0% |
| Public Funds | $1,461,067,807 | 18.9% |
| Other | $881,278,995 | 11.4% |
| Total | $7,730,517,496 | 100.0% |