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JENKINS WEALTH
8310 South Valley Highway
Suite 205
Englewood, Colorado 80112
Tel: 720-457-6844
About JENKINS WEALTH
JENKINS WEALTH, formally registered with the SEC as JENKINS WEALTH. The firm was established in 05/02/2017. They have over 5 offices throughout the country.
JENKINS WEALTH is a Englewood, Colorado based Financial Planning firm with nearly $313,283,314 assets under management, offering retirement planning & investment advisory services to 1615 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153241 |
| SEC# | 801-110540 |
| Assets Managed by Firm | $313,283,314 |
| No. of Clients | 1615 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1615 | $313,283,314 |
| Individuals (other than high net worth individuals) | 603 | $232,300,894 |
| High net worth individuals | 40 | $77,347,172 |
| Pension and profit sharing plans | 1 | $708,454 |
| Charitable organizations | 2 | $2,053,230 |
| Corporations or other businesses | 2 | $873,564 |
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|---|---|---|---|
| $239,345,489,058 | 6602 | 978 | |
| $81,139,239,094 | 82 | 81 | |
| $65,938,129,807 | 135 | 60 | |
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