CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

10200 Grogan'S Mill Road
Suite 340
The Woodlands, Texas 77380
Tel: 281-298-2700

About CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC, formally registered with the SEC as CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC. The firm was established in 07/28/2010. They have over 1 offices throughout the country.

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC is a The Woodlands, Texas based Financial Planning firm with nearly $502,118,628 assets under management, offering retirement planning & investment advisory services to 675 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154238
SEC#	801-71684
Assets Managed by Firm	$502,118,628
No. of Clients	675
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	675	$502,118,628
Individuals (other than high net worth individuals)	185	$46,929,557
High net worth individuals	110	$455,189,071

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