Jentner is an investment advisor in Akron with $529.60 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
341446973
SEC advisor number
801-23465
FINRA CRD number
105248
AUM ?
$529.60 mm
(as of 4 May 22)
Accounts
904
(as of 4 May 22)
Employees
10
(6 investment advisory or research)
Address
Jentner
3677 EMBASSY PARKWAY
AKRON
OH 44333
3677 EMBASSY PARKWAY
AKRON
OH 44333
Office hours
Monday - Friday, 8:30 AM - 5:00 PM
Phone
3306681000
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Jentner, Bruce, Alan | President | 10/1984 | < 5% |
Jentner, Seth, Michael | Vice President, Chief Operating Officer and Chief Compliance Officer, Trustee of the Seth M. Jentner Living Trust | 07/2018 | 25-50% |
Bloom, Daniel, Joseph | Vice President, Chief Administrative Officer and Secretary, Trustee of the Daniel Bloom Family Trust | 07/2018 | 25-50% |
Jentner, Matthew, Ryan | Vice President, Chief Financial Officer and Treasurer, Trustee of the Matthew R. Jentner Living Trust | 07/2018 | 25-50% |
Jentner, Seth, Michael | Trustee | 11/2014 | |
Bloom, Daniel, Joseph | Trustee | 12/2017 | |
Jentner, Matthew, Ryan | Trustee | 07/2016 | |
Daniel Bloom Family Trust | Owner | 12/2017 | 25-50% |
the Matthew R. Jentner Living Trust | Owner | 07/2016 | 25-50% |
the Seth M. Jentner Living Trust | Owner | 11/2014 | 25-50% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Aug 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22