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Robin Ebrecht

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC·THE WOODLANDS, Texas
Unclaimed Profile
10200 GROGAN'S MILL ROAD, THE WOODLANDS, TX 77380CRD# 7410138Firm CRD# 154238
01

About

Robin Ebrecht is a registered financial advisor based in THE WOODLANDS, Texas, affiliated with CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC
CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC
AUM
$502M
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7410138
Firm CRD# 154238
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robin Ebrecht offer?
Robin Ebrecht specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Robin Ebrecht's credentials?
Robin Ebrecht is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robin Ebrecht located?
Robin Ebrecht is based in THE WOODLANDS, Texas, working with CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.
How does Robin Ebrecht charge for services?
Robin Ebrecht's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC?
CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $502M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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