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Building 2JENTNER WEALTH MANAGEMENT

Map pinAKRON, OH
Phone330-668-1000
NotebookSEC #801-23465
Total AUM
$575.1M
Employees
10
Clients
334

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3677 EMBASSY PARKWAY
AKRON
OH 44333
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
330-668-1000

ReceiptFinancials

Total AUM
$575.1M
Accounts
996
Discretionary
$575.1M
Accounts
996
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
119
AUM
$31.5M
HNW Individual Clients
202
AUM
$510.1M
Pension/Profit Sharing Plan Clients
11
AUM
$22.9M
Charitable Organization Clients
1
AUM
$2.7M
Corporation or Business Clients
1
AUM
$7.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLNCNHOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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