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JENKINS WEALTH

8310 South Valley Highway
Suite 205
Englewood, Colorado 80112
Tel: 720-457-6844

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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 StatusApproved
Firm CRD#153241
SEC#801-110540
Assets Managed by Firm$313,283,314
No. of Clients1615
No. of Advisors6

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 ClientsAUM
Firm Total1615$313,283,314
Individuals (other than high net worth individuals)603$232,300,894
High net worth individuals40$77,347,172
Pension and profit sharing plans1$708,454
Charitable organizations2$2,053,230
Corporations or other businesses2$873,564

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