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CRD#: 163881
RIA

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FIRM PROFILE

Assets Under Management:
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Clients per Registered Employee:
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Total Number of Employees:
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Clients per Employee:
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Total Number of Individual Clients:
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Total Number of HNWI Clients:
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Average Individual Client Account Size:
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Average HNWI Account Size:
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Overview

JMH CAPITAL LLC is located at 155 Federal Street Suite 702, Boston, MA 02110. JMH CAPITAL LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of JMH CAPITAL LLC’s clients are individuals and 0% of their clients are high net worth individuals. JMH CAPITAL LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at JMH CAPITAL LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access JMH CAPITAL LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at JMH CAPITAL LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Where the Statistical Data for JMH CAPITAL LLC Comes From

Understanding the Statistics for JMH CAPITAL LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
155 Federal Street Suite 702, Boston, MA, 02110
Phone Number
(781) 522-1605
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BROOKE, W., ANTHONYMANAGING MEMBER05/20034800219
STEELE, SCOTTMANAGING MEMBER06/20036052271
NIES, JOHNMANAGER05/20066052275
MENEGONI, KIMBERLYCHIEF FINANCIAL OFFICER11/20066052278

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