JRM Investment Counsel is an investment advisor in Omaha with $812.22 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
270131729
SEC advisor number
801-65892
FINRA CRD number
138004
AUM ?
$812.22 mm
(as of 28 Mar 22)
Accounts
172
(as of 28 Mar 22)
Employees
3
(3 investment advisory or research)
Address
JRM Investment Counsel
13625 CALIFORNIA STREET
SUITE 140
OMAHA
NE 68154
13625 CALIFORNIA STREET
SUITE 140
OMAHA
NE 68154
Office hours
Monday - Friday, 8:30-4:00
Phone
402-884-3737
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mcdonnell, Jack, Robert | Managing Member and President | 10/2005 | 25-50% |
Mcdonnell, Phil, Thomas | Chief Compliance Officer | 03/2016 | 25-50% |
Mcdonnell, Lauren, Marie | Vice President | 04/2018 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
6 Mar 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 Mar 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22