|
⚲
|
| John E Sestina and Company
✚
| |
|---|---|
| CRD # | 108634 |
| SEC # | 801-44151 |
| CIK # | |
| AUM | $547.0 MM (2024-03-28) |
| Employees | 19 (63% Investors, 0% Brokers) |
| Phone | 614-326-3077 |
| Address | 1161 Bethel Road, Suite 201 Columbus, OH 43220 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,090 | 286.6 |
| (b) Individuals (high net worth individuals) | 122 | 248.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 11.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,616 | 547.0 |
| By Discretionary | ||
| Discretionary | 2,616 | 547.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,616 | 547.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 546.9 | |
| Total | 2,616 | 547.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Planning LLC
✚
|
WA | 0.5 |
|
Flynn Zito Capital Management LLC
✚
|
NY | 0.5 |
|
Integrity Financial Corporation
✚
|
WY | 0.5 |
|
Broadview Financial Management LLC
✚
|
WI | 0.5 |
|
Sovereign Wealth Advisors LLC
✚
|
TX | 0.5 |
|
Horan Securities Inc
✚
|
OH | 0.5 |
|
Stone House Investment Management LLC
✚
|
PA | 0.5 |
|
The Retirement Group LLC
✚
|
CA | 0.5 |
|
Financial Management Strategies Inc
✚
|
OH | 0.5 |
|
Dara Capital US Inc
✚
|
FL | 0.5 |