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Carlton, Hofferkamp and Jenks Wealth Management, LLC

Carlton, Hofferkamp and Jenks Wealth Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

Assets

Assets

Last updated on Aug. 11, 2017
    • $292.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 493
      Accounts
    • $592.3K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

2

name start date
James Clark Carlton
August 2010
Scott Michael Hofferkamp
August 2010

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    James Clark Carlton Managing Director/Chief Compliance Officer August, 2010 50% to 75%
    Scott Michael Hofferkamp Principal August, 2017 25% to 50%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets