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Jdm Financial Group LLC (Encino)


Jdm Financial Group LLC is an adviser based in Encino. It manages $36.59 million of regulatory assets for 422 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California and New York.

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Jdm Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jdm Financial Group: assets under management

The assets under management (AUM) of Jdm Financial Group LLC is $36.59 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $86.71 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jdm Financial Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Encino

The principal office where Jdm Financial Group LLC performs its advisory services is located at 16972 Oak View Dr., Encino, CA 91436 The mailing address of the firm is 16350 Ventura Blvd., Encino, CA 91436. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-479-4122 or by fax 310-943-0448. The normal business hours are 9:00 am - 2:00 pm on Monday - Friday. You can find more information about the New York firm at www.jdmfinance.com.


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