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JDM Financial Group LLC Overview
- Type
- Multi Family Office
General Information
JDM Financial Group LLC is a multi-family office headquartered in Encino, United States. Founded in 2002, it traces its wealth to founder Jeffrey D. Munjack’s career in financial services, leveraging decades of advisory expertise to steward capital for multi-generational families. The firm offers integrated wealth planning, investment management, and fiduciary oversight designed to preserve and grow client assets—providing fee-only guidance across market cycles.
Contact Information
- Institution Type:
- Multi Family Office
- Corporate Office:
- 16350 Ventura Blvd, Encino, California
Leadership & Principals
Portfolio & Notable Allocations
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