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| Happy Holidays!! thanks for using AUM13F!! |
| The Jentner Corporation
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|---|---|
| CRD # | 105248 |
| SEC # | 801-23465 |
| CIK # | 0001695908 |
| AUM | $575.1 M (2025-05-19) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 330-668-1000 |
| Address | 3677 Embassy Parkway Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| S Y Bancorp Inc | 1.3 | ||
| Microsoft Corp | 1.2 | ||
| McDonalds Corp | 1.2 | ||
| Apple Inc | 1.1 | ||
| Northwest Bancshares Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 31.5 |
| (b) Individuals (high net worth individuals) | 202 | 510.1 |
| (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 | 11 | 22.9 |
| (h) Charitable organizations | 0 | 2.7 |
| (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 | 7.9 |
| (n) Other | 0 | 0.0 |
| Total | 996 | 575.1 |
| By Discretionary | ||
| Discretionary | 996 | 575.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 996 | 575.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 575.1 | |
| Total | 996 | 575.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001695908] |
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SD | 0.6 |
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UT | 0.6 |
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PA | 0.6 |
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The Retirement Solution LLC
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WA | 0.6 |
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TX | 0.6 |