|
⚲
|
| The Jenkins Financial Group Inc
✚
|
|
|---|---|
| CRD # | 125941 |
| SEC # | 801-133929 |
| CIK # | |
| AUM | $270.1 M (2026-03-16) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 229-883-8028 |
| Address | 2327 Lake Park Drive Albany, GA 31707 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 43.3 |
| (b) Individuals (high net worth individuals) | 91 | 226.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 458 | 270.1 |
| By Discretionary | ||
| Discretionary | 458 | 270.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 458 | 270.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.1 | |
| Total | 458 | 270.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Councilmark Asset Management LLC
✚
|
TN | 0.3 |
|
CBG & Company Inc
✚
|
IN | 0.3 |
|
Pan Global Advisers LLC
✚
|
CA | 0.3 |
|
Financial Futures Limited Liability Company
✚
|
NJ | 0.3 |
|
Leo H Evart Inc
✚
|
CA | 0.3 |
|
Client First Capital LLC
✚
|
0.3 | |
|
Hawke Financial Group LLC
✚
|
ID | 0.3 |
|
Spectrum Wealth Management LLC
✚
|
CA | 0.3 |
|
Wallace Advisory Group LLC
✚
|
CA | 0.3 |
|
Mader & Shannon Wealth Management Inc
✚
|
MO | 0.3 |