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.
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 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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gregory Mark Chaney joined the executive team most recently as the Member.
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.