JENTNER WEALTH MANAGEMENT

3677 Embassy Parkway
Akron, Ohio 44333
Tel: 330-668-1000

About JENTNER WEALTH MANAGEMENT

JENTNER WEALTH MANAGEMENT, formally registered with the SEC as JENTNER WEALTH MANAGEMENT. The firm was established in 02/22/1985. They have over 1 offices throughout the country.

JENTNER WEALTH MANAGEMENT is a Akron, Ohio based Financial Planning firm with nearly $522,581,438 assets under management, offering retirement planning & investment advisory services to 953 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105248
SEC#	801-23465
Assets Managed by Firm	$522,581,438
No. of Clients	953
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	953	$522,581,438
Individuals (other than high net worth individuals)	91	$24,668,946
High net worth individuals	215	$469,930,944
Pension and profit sharing plans	10	$17,948,721
Charitable organizations	Fewer than 5 clients	$2,862,690
Corporations or other businesses	Fewer than 5 clients	$7,170,137

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MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
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