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CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC
CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC
THE WOODLANDS, Texas
·
11 registered advisors
·
CRD# 154238
SEC# 801-71684
0
281-298-2700
01
Firm Overview
AUM
$502M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC
11 registered advisors
Barbara Kathryn Jenks
THE WOODLANDS, Texas
CRD# 2801669
Claire C Yates
THE WOODLANDS, Texas
CRD# 7911828
Daryn Ebrecht
THE WOODLANDS, Texas
CRD# 7410135
Erich E. Bredl
THE WOODLANDS, Texas
CRD# 7410130
Hunter A. (m I Only) Hernandez
THE WOODLANDS, Texas
CRD# 5390745
James Clark Carlton
THE WOODLANDS, Texas
CRD# 1376707
John Edward Sinitiere
THE WOODLANDS, Texas
CRD# 5444968
Marcus J. Laney
THE WOODLANDS, Texas
CRD# 7410133
Patricia Tubbs
THE WOODLANDS, Texas
CRD# 7412692
Robin Ebrecht
THE WOODLANDS, Texas
CRD# 7410138
Scott Michael Hofferkamp
THE WOODLANDS, Texas
CRD# 2764121
05
Office Locations
THE WOODLANDS, Texas
11 advisors
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Data sourced from SEC Form ADV filings. CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC (CRD# 154238) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.