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JMR Financial Group

JMR Financial Group. CRD 114149

JMR Financial Group logo

CRD: 114149

JMR Financial Group

Superior, WI, 54880
7153920202
$68.1M Total AUM
$68.1M Disc. AUM
-- 3Y CAGR
4 Employees
835 ADV. Clients
42 yrs Firm Age

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Firm Details

Custodian
Assetmark · Charles Schwab & Company · John Hancock · TD Ameritrade
Clients
Retail
Platforms
PeakInsight atlas
Established Date
01-04-1984
Office Locations
1

Office Locations

1225 Tower Avenue Suite 305 Superior WI

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

48 AVG AGE
$34.0M AVG AUM / ADVISOR
$81.5K AVG AUM / CLIENT
8.5 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
42yrs Firm Age

Insights

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Asset Classes

Optima Vector matrix

Client Personas

Unison alpha Momentum

Custodian

Fusion Radial focus Eagle Eagle peak Value Vital harbor

Investment Themes

Radial Meridian beacon

Investment Vehicles

Summit

Platform

Element prime

Services

Bridge Legacy signal Unison insight Optima Oak capital Momentum north Zenith Quantum horizon Focus vertex Bridge vital

Technology

Optima prime Alpha

Owner & Executives

Z

ZEPHRINA MALINDA CAZAUBON

Chief Executive Officer, Managing Partner

CRD
--
Ownership
75% or more
(272) 455-7283
pathway.frontier@capitalcapital.com
in linkedin.com/in/north-pathway
NATHAN ALAN MADILL

NATHAN ALAN MADILL

Advisor, Chief Compliance Officer, President

CRD
#4527197
Ownership
Less than 5%
(336) 495-4320
delta.glacier@unisoncapital.com
in linkedin.com/in/alpha-value

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Contacts

B

Brian Keith Koski

Investment Advisor

CRD
#6859222
(743) 248-3228
bridge.value@alphacapital.com
in linkedin.com/in/pathway-prime

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

$68.1M Total SMA
Equity - Exchange:
29.7%
Cash:
40.0%
Public Funds:
18.9%
Other:
11.4%
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%

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