Jemma Investment Advisors LLC (Baltimore)

Name: Jemma Investment Advisors LLC
Address: 810 Gleneagles Court, Baltimore, MD, 21286
Telephone: (443) 652-4201

Jemma Investment Advisors LLC is an adviser based in Baltimore. It manages $61.84 million of regulatory assets for 213 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Maryland.

Jemma Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jemma Investment Advisors: assets under management

The assets under management (AUM) of Jemma Investment Advisors LLC is $61.84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $61.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $290.34 thousand each.

Jemma Investment Advisors has custody of $901.45 thousand in cash and securities for 213 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jemma Investment Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jemma Investment Advisors LLC

Gregory Mark Chaney joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory Mark Chaney	Member	1 Jun 2016	Other	6662030
Brian Carl Nelson	Member	1 Jun 2016	Other	1609723
Bonnie Bressler Stein	Chief executive officer/chief compliance officer	1 Jun 2016	Other	2309775
Shari Linn Nelson	Managing member	1 Jun 2016	75% - 100%	6662034

Based in Baltimore

The principal office where Jemma Investment Advisors LLC performs its advisory services is located at 810 Gleneagles Court, Baltimore, MD 21286, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (443) 652-4201. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at jemmafinancial.com.