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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| John E Sestina and Company
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|---|---|
| CRD # | 108634 |
| SEC # | 801-44151 |
| CIK # | |
| AUM | $634.5 M (2025-03-28) |
| Employees | 18 (67% Investors, 0% Brokers) |
| Phone | 614-326-3077 |
| Address | 1161 Bethel Road, Suite 201 Columbus, OH 43220 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 245 | 226.9 |
| (b) Individuals (high net worth individuals) | 237 | 407.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,739 | 634.5 |
| By Discretionary | ||
| Discretionary | 2,734 | 630.8 |
| Non-Discretionary | 5 | 3.6 |
| Total | 2,739 | 634.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 634.5 | |
| Total | 2,739 | 634.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McCarthy & Cox Retirement & Estate Specialists LLC
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|
OH | 0.6 |
|
Bard Financial Services Inc
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|
CT | 0.6 |
|
Gibbs Wealth Management LLC
✚
|
GA | 0.6 |
|
Bluechip Wealth Advisors LLC
✚
|
GA | 0.6 |
|
Waller Financial Planning Group Inc
✚
|
OH | 0.6 |
|
Ascension Capital Advisors Inc
✚
|
TX | 0.6 |
|
Klaas Financial Asset Advisors LLC
✚
|
IL | 0.6 |
|
MinichMacGregor Wealth Management LLC
✚
|
NY | 0.6 |
|
Summit Wealth Partners LLC
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|
FL | 0.6 |
|
CL Wealth Management LLC
✚
|
IL | 0.6 |