Jmac Enterprises LLC

RIASEC Registered

Total AUM

$722M

Discretionary

$719M

100% of AUM

Avg account

$3.9M

Accounts

183

Employees

5

Advisory reps

3

Firm details

Headquarters: Newtown, Pennsylvania
CRD number: 312710
Registered since: March 2, 2021
Website: www.brickhousestrategicwealth.com
Custodians: TRADE-PMR INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI83.24%
Charitable Organizations11.34%
Individuals4.97%
Pension & Profit Sharing Plans0.45%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Jmac Enterprises LLC is an independent, limited liability RIA that is SEC-registered (registration year 2021). The firm acts as a capital allocator for both individual & family and institutional clients, charging a mix of percentage-of-AUM and fixed-fee arrangements. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of third‑party advisers. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds55%
Exchange Traded Equities17%
US Government Bonds12%
State & Local Bonds7%
Investment Grade Corp Bonds4%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 63

Active vs passive

$656M in ETFs

Passive

86%

$564M

Active

12%

$92.6M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES RUSSELL 1000 VALUE ETF (IWD)	BlackRock	Passive	Large Value	$35.8M	144,360	5.45%

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Primary office

Newtown, PA

Bucks

Location

Newtown, PA

Headquartered in Newtown, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area: Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region: Northeast
County: Bucks
Address: 201 S State St
Time zone: ET (UTC-5)
Office locations

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