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JEMMA INVESTMENT ADVISORS LLC

UUID97523abe-4662-5021-b910-cceab6407e0b
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 284198 284198 1.0
sec_file_number 801-126937 801-126937

Profile

WebsiteHTTP://WWW.JEMMAFINANCIAL.COM
HQ CityBALTIMORE
HQ StateMD
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • JEMMA FINANCIAL SERVICES adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)145,940,068.0
  • RAUM (discretionary)119,207,818.0
  • Actionable assets91,379,412.0
  • Accounts589.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM896,570.0
  • HNW AUM90,482,842.0

As of 2025-03-26 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.