CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC - Financial Advisor in Texas, The Woodlands

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

About CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC

CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC is a The Woodlands, Texas based financial advisory firm with nearly $502,118,628 in assets under management and provides investment advisory services for 675 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

154238

Firm SEC#:

801-71684

Assets Under Management:

$502,118,628

No. of Clients:

675

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

EW HEALTHCARE PARTNERS

158263

801-73888

$2,178,152,496

ROCKLAND CAPITAL, LP

156791

801-73791

$1,823,646,056

QUATTRO FINANCIAL ADVISORS

284852

801-108263

265

$1,304,332,863

AVION WEALTH

134242

801-99351

2039

$780,349,511

ERGUZ, LLC

168009

801-78230

$720,717,075

WATERWAY WEALTH MANAGEMENT, L.L.C.

164975

801-77571

948

$552,789,475

BELLATORE FINANCIAL, INC.

143543

801-68251

1717

$513,325,252

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2561

$463,185,350

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$437,257,379

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$409,460,174

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906

$407,235,039

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1386

$406,119,064

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174865

801-112505

870

$376,136,246

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