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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Jenkins Financial Group Inc
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|---|---|
| CRD # | 125941 |
| SEC # | 801-133929 |
| CIK # | |
| AUM | $220.7 M (2025-06-23) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 229-883-8028 |
| Address | 2327 Lake Park Drive Albany, GA 31707 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 45.2 |
| (b) Individuals (high net worth individuals) | 72 | 175.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 223 | 220.7 |
| By Discretionary | ||
| Discretionary | 223 | 220.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 223 | 220.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 220.7 | |
| Total | 223 | 220.7 |
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|---|---|---|
|
DWD Portfolio Solutions Inc
✚
|
PA | 0.2 |
|
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CO | 0.2 |
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IL | 0.2 |
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OK | 0.2 |
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|
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|
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OR | 0.2 |
|
Capital Wealth Alliance LLC
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AZ | 0.2 |
|
1492 Capital Management LLC
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|
WI | 0.2 |
|
Asset Management for Professionals Inc
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|
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