Jcm3 Asset Management, LLC
RIASEC RegisteredEst. 2023
Total AUM
$2.2M
Discretionary
$2.2M
100% of AUM
Avg account
$2.2M
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 327263
- Registered since
- July 20, 2023
- Website
- jcm3am.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Jcm3 Asset Management, LLC is an independent registered investment adviser formed in 2023 as a limited liability company and owned by an individual. The firm offers discretionary portfolio management and charges clients on a percentage-of-AUM basis. Its stated advisory activities cover portfolio management for individuals and small businesses as well as for businesses or institutional clients. The adviser does not present itself as a capital allocator, pension consultant, or multi-state ESG manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Private Funds8%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
John Maxwell
Chief Compliance OfficerCRD 3130774
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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