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JDM Financial Group LLC Overview

Type

Family Office - Multi

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

Website:

Website:
https://jdmfinance.com/

Year Founded:

Open To Secondaries:

Open To First Time Funds:

Institution Type:
Family Office - Multi

Primary Contact:

Title:

Email:

Corporate Office:
16350 Ventura Blvd, Encino, California

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Jdm Financial Group Llc | Altss LP Database