Jrm Investment Counsel.
Jrm Investment Counsel. is an SEC-registered ria with $649.4M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Jrm Investment Counsel.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 138004, SEC 801-65892, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $649.4M (2026-03-31)
- Firm type
- Ria
- Employees
- 3
- Clients
- 75
- CRD
- 138004
- Ownership
- MCDONNELL, JACK, ROBERT; MCDONNELL, PHIL, THOMAS; MCDONNELL, LAUREN, MARIE
How much AUM does Jrm Investment Counsel. have?
Jrm Investment Counsel. reported $649.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Jrm Investment Counsel.?
Disclosed owners and executives of Jrm Investment Counsel. include MCDONNELL, JACK, ROBERT, MCDONNELL, PHIL, THOMAS, MCDONNELL, LAUREN, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.