Page 29 - Feb01-21

Joyal Capital Management
2015
NUMBER PAID LIFE
1989
OF CLIENTS PREMIUM
Plymouth, MA
533 $17,198,854
Joyal Insurance Agency
Focus on Life Insurance and
$
$
$xceptional 2,410,686,049 3,812,569,431
2001
Trust and Estate Opportunity 2012
JCM Registered Investment Advisor
cial analytic services for all
CUMULATIVE OTHER
DEATH BENEFIT CLIENT ASSETS
JCM Private Client Group
Focus to provide an e
family office experience for JCM clients and their families
2016
555 $17,802,261
$
Providing an RIA designation for JCM and its subsidiary holdings
Estate plan clientele geogr2a0p1h7ic breakdown
JCM Trust Services, LLC
Rounding out subsidiary holdings with trust services and investment opportunities for JCM clients through a strategic
6,644,646,777 6,933,908,407
MApSaSrtAneCrHshUipSwEiTthTS SunT4ru3st%
existing and new JCM clients
2017
$$ 569199718,290,733 2,737,236,448
Joyal Insurance Agency, LLC Joyal Capital Management, LLC
$$ 4,196,671,959
2006
JCM Franchise Development, LLC
2008 2014
RHODE ISLAND
2018
580 $19,047,850 $2,896,460,114
Boston MA, Boca Raton, FL, Beverly Hills, CA
Holding Company – Focus shifts to Total Plan
franchise companies
+,-.( !"#$G(,%,5*/$HH"
/-( "I1().+JI*1$K(:%1L+
producing commercial real estate
ATLANTIC COAST
JCM Finance, LLC JCM Opportunity Fund I, LLC
GA/MD/NC/NJ/NY/PA/SC/VA/WV
22.8%
Leader in providing advisory
11.33%
Focus to provide Equity investments into qualified franchise concepts and revenue
$4,402,186,953 $7,298,647,067
and M&A services to top tier !"#$%&'( !"#$%&'()*)$+,$-+).+,/$#0$1*).%21%,.$%,&$1*%3$*).%.*$4,%,5(,67
Focus to provide credit
2019
2020
Integratio$n, Estate Planning $ 588 20,342,942
3,107,462,039
599
$6.6 billion in assets held in trust
$20,553,568
$3,270,776,822
5,264,072,626
to date
8,371,534,665
$1.25 billion credit
placed to date
11.94%
$7$50 million M&A act$ivity
$50 million of equity under management and investments worth over $175 million
WEST AZ/CA/IL/KY/OH/TN/TX
4.47%
$5,979,573,946
CUMULATIVE AUM
(DEATH BENEFIT AND
2007
OTHER CLIENT ASSETS)
JCM Advisory, LLC
$ Pro6v,i2d2in3g,2f5u5ll,s4c8o0pe
consulting and finan
Retirement Investments
$ 2,578,567,571 4,066,079,206
555 Private Client Group members
)*'%( #+,&%8/$9+'*:;*1$</$=>?@$%.$?=AB>A=B$C#$D%).*1,$E.%,&%1&$F(:*
FLORIDA
$9,250350,768
facilities to JCM clients
JCM Finance, LLC is pleased to announce our lead participation in obtaining financing for Boston Beer Garden in Boston, MA.
Gary F. Joyal
Kathleen D. Rebello
CT/NH/ME 6.46%
CEO & Managing Partner Managing Director
JCM Finance, LLC is a subsidiary of Joyal Capital Management, LLC. Joyal Capital Management, LLC is a global Estate, Business and Financial Planning firm with a specific consulting division for franchise based businesses. The firm has been a strategic advisor to our business clients since 1990 and has a core competency of providing proprietary Legacy Planning for family owned businesses.
JCM Finance, LLC, 50 Resnik Road, Plymouth, MA 02360 SafeUnsubscribeTM cdimarzo@joycapmgt.com
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