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JOHN E. SESTINA AND COMPANY
1161 Bethel Road, Suite 201
Columbus, Ohio 43220
Tel: 614.326.3077
About JOHN E. SESTINA AND COMPANY
JOHN E SESTINA AND COMPANY, formally registered with the SEC as JOHN E SESTINA AND COMPANY. The firm was established in 06/17/1993. They have over 2 offices throughout the country.
JOHN E. SESTINA AND COMPANY is a Columbus, Ohio based Financial Planning firm with nearly $546,979,258 assets under management, offering retirement planning & investment advisory services to 2616 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108634 |
| SEC# | 801-44151 |
| Assets Managed by Firm | $546,979,258 |
| No. of Clients | 2616 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2616 | $546,979,258 |
| Individuals (other than high net worth individuals) | 1090 | $286,576,189 |
| High net worth individuals | 122 | $248,762,564 |
| Pension and profit sharing plans | 10 | $11,640,505 |
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