JMG FINANCIAL GROUP LTD
2 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+3 YoYRank #2052 of mapped providers
Assets under administration$12.9B0.0%Market share · rank #964
Fees received$96,943Median $14,703/planSum across Schedule C direct + indirect
Net wins YoY+33 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical JMG FINANCIAL GROUP LTD plan look like?
Service mix · median fees per plan
Count of plans where JMG FINANCIAL GROUP LTD ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 5 | $14,703 |
Competitor overlap
Percent of JMG FINANCIAL GROUP LTD's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under JMG FINANCIAL GROUP LTD.
| Sponsor | From | Assets |
|---|---|---|
COOLEY LLPCA · 941140085-001 | FIRST REPUBLIC INVESTMENT MANA | $1.3B |
MORNINGSTAR, INC.IL · 363297908-001 | CHARLES SCHWAB & CO., INC. | $1.0B |
SEYFARTH SHAW LLPIL · 362152202-004 | JP MORGAN INVESTMENT MANAGEMENT INC | $926M |
Plans lost in 2024
Appeared last year under JMG FINANCIAL GROUP LTD; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $48,419 | 7y | 1 |
COOLEY LLPCA · 941140085-001 | $1.3B | 4,094 | $9,729 | 1y | 1 |
MORNINGSTAR, INC.IL · 363297908-001 | $1.0B | 5,250 | $5,863 | 1y | 2 |
SEYFARTH SHAW LLPIL · 362152202-004 | $926M | 2,908 | $18,229 | 1y | 2 |
GUGGENHEIM SERVICES, LLCIL · 364464896-001 | $704M | 3,574 | $14,703 | 2y | 1 |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (2)
Raw Schedule C names collapsed into JMG FINANCIAL GROUP LTD.
- JMG FINANCIAL GROUP LTD
- JMG FINANCIAL GROUP, LTD
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for JMG FINANCIAL GROUP LTD's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 40.00% | 1.71% | +38.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 100.00% | 1.76% | +98.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with JMG FINANCIAL GROUP LTD. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent