JRM Investment CounseL.
Firm details
- Headquarters
- ,
- CRD number
- 138004
- Registered since
- January 30, 2006
- Website
- www.jrminvestmentcounsel.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses55.23%
- HNWI43.78%
- Individuals0.8%
- Pension & Profit Sharing Plans0.17%
- Other0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
JRM Investment CounseL. is an independent registered investment adviser organized as an LLC and SEC-registered since 2006. The firm is owned by an individual and bills clients on a percentage-of-AUM basis. Its client base is focused on individuals and families, and its advisory services include financial planning and portfolio management for individuals, small businesses, and institutional business clients. The firm does not present itself as an ESG-focused manager, is not a multi-state adviser, and does not identify as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds35%
- Exchange Traded Equities25%
- Investment Grade Corp Bonds19%
- US Government Bonds8%
- State & Local Bonds7%
Owners & executives
2 of 2
Jack Mcdonnell
President, Chief Investment OfficerCRD 4100506
Phil Mcdonnell
COOCRD 5114897
Contacts
1 of 1
Lauren Mcdonnell
Vice PresidentCRD 5937288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$244M in ETFs
22%
$53.8M
78%
$190M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US LARGE CAP VALUE ETF (AVLV) | Avantis | Active | Large Value | $49.4M | 541,727 | 20.28% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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