Investment adviser · CRD 153241
MARKET GUARD
Investment adviser filing (IA)
JENKINS WEALTH
ENGLEWOOD, CO, United States · Form ADV filed Apr 1, 2024
- Regulatory AUM
- $313M Form ADV · Item 5.F
- Client accounts
- 1,615 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 603 | $232,300,894 | 74.2% |
| High-net-worth individuals | 40 | $77,347,172 | 24.7% |
| Charities | Fewer than 5 | $2,053,230 | 0.7% |
| Corporations & businesses | Fewer than 5 | $873,564 | 0.3% |
| Retirement plans | Fewer than 5 | $708,454 | 0.2% |
Filing source
Form ADV 1861856 · Apr 1, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 1, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
8310 SOUTH VALLEY HIGHWAY, SUITE 205ENGLEWOOD, CO, 80112, United States
CRD 153241
Filing source
Form ADV 1861856 · Apr 1, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.