RIA Intelligence

JOJENCO HOLDINGS, LLC

Legal name: CLINTSMAN FINANCIAL PLANNING

CRD #120293 SEC #801-79101 SOUTHLAKE, TX 817-410-8200
SEC Registered
Total AUM
$508.6M
Discretionary
$508.6M
Employees
13
Clients
251
Accounts
1,402

AUM Over Time

DateApr 2022
Total AUM$508.6M
Discretionary$508.6M
Non-Disc.$0
Employees13
Clients6
DateApr 2022
Total AUM$508.6M
Discretionary$508.6M
Non-Disc.$0
Employees13
Clients6
DateFeb 2022
Total AUM$419.8M
Discretionary$419.8M
Non-Disc.$0
Employees13
Clients17
DateDec 2021
Total AUM$419.8M
Discretionary$419.8M
Non-Disc.$0
Employees13
Clients17
DateNov 2021
Total AUM$419.8M
Discretionary$419.8M
Non-Disc.$0
Employees12
Clients17
DateJun 2021
Total AUM$419.8M
Discretionary$419.8M
Non-Disc.$0
Employees12
Clients17
DateJun 2021
Total AUM$419.8M
Discretionary$419.8M
Non-Disc.$0
Employees11
Clients17
DateMar 2021
Total AUM$419.8M
Discretionary$419.8M
Non-Disc.$0
Employees12
Clients17
DateMar 2021
Total AUM$419.8M
Discretionary$419.8M
Non-Disc.$0
Employees12
Clients17
DateJun 2020
Total AUM$361.5M
Discretionary$361.5M
Non-Disc.$0
Employees12
Clients28
DateMar 2020
Total AUM$361.5M
Discretionary$361.5M
Non-Disc.$0
Employees12
Clients28
DateJun 2019
Total AUM$302.8M
Discretionary$302.8M
Non-Disc.$0
Employees12
Clients31
DateMar 2019
Total AUM$302.8M
Discretionary$302.8M
Non-Disc.$0
Employees11
Clients31
DateJan 2019
Total AUM$296.8M
Discretionary$296.8M
Non-Disc.$0
Employees11
Clients26
DateAug 2018
Total AUM$296.8M
Discretionary$296.8M
Non-Disc.$0
Employees11
Clients26
DateApr 2018
Total AUM$296.8M
Discretionary$296.8M
Non-Disc.$0
Employees11
Clients26
DateApr 2018
Total AUM$296.8M
Discretionary$296.8M
Non-Disc.$0
Employees10
Clients26
DateMar 2018
Total AUM$296.8M
Discretionary$296.8M
Non-Disc.$0
Employees11
Clients26
DateApr 2017
Total AUM$252M
Discretionary$252M
Non-Disc.$0
Employees10
Clients200
DateApr 2016
Total AUM$225.3M
Discretionary$225.1M
Non-Disc.$214.9K
Employees8
Clients200
DateMar 2015
Total AUM$231.6M
Discretionary$231.2M
Non-Disc.$434.6K
Employees8
Clients200
DateMar 2014
Total AUM$179.5M
Discretionary$177.1M
Non-Disc.$2.4M
Employees8
Clients200
DateJan 2014
Total AUM$141.1M
Discretionary$138.9M
Non-Disc.$2.1M
Employees8
Clients200
DateJan 2014
Total AUM$141.1M
Discretionary$138.9M
Non-Disc.$2.1M
Employees8
Clients200