The Jentner

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

3677 Embassy Pkwy, Akron, Ohio, 44333, U...

Phone Number

(330) 668-1000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About The Jentner

Jentner Wealth Management is a national firm based in Akron, Ohio, providing fee-only financial advisory services focused on prudent investing and comprehensive financial planning. Founded in 1984, the firm serves individuals, families, and business owners across the United States, prioritizing client needs with fiduciary responsibility. They utilize an evidence-based investment philosophy, employing diverse global portfolios and passive management strategies to help clients achieve their lifelong financial goals. Committed to transparency and personalized attention, Jentner Wealth Management aims to protect and enhance clients' resources.Explore more
The Jentner's Social MediaPopular SearchesThe Jentner CorpJentner Wealth ManagementJentner CorpJentner WealthJentnerSIC Code 62,628NAICS Code 52,523Show more

The Jentner Org Chart

PhoneEmail
MW
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Vice President

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Jentner

<$5M
11-50
Private
<$5M
1984
MW
Martin WeisbergVice President
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Client Relationship & Operations
<$5M
1-10
Private
-
2004
Jason Abruzere, Founder & Manager, Wealth at Weyhill Investment Counsel
Jason AbruzereFounder & Manager, Wealth
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Jentner is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Jentner is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Jentner.

The Jentner financials insights

Gather financial insights about The Jentner, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All The Jentner's Financials Insights

The Jentner Tech Stack

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Frequently Asked Questions Regarding The Jentner

What is The Jentner's official website?
The Jentner's official website is www.jentner.com
What is The Jentner's Revenue?
The Jentner's revenue is <$5 Million
What is The Jentner's SIC code?
The Jentner's SIC: 62,628
What is The Jentner's NAICS code?
The Jentner's NAICS: 52,523
How many employees does The Jentner have?
The Jentner has 11-50 employees
What industry does The Jentner belong to?
The Jentner is in the industry of: Finance, Securities Trading
What is The Jentner competition?
The Jentner top competitors include: Burnette Financial Planning, Vibrance Wealth Management, Weyhill Investment Counsel, Constant Guidance Financial
What companies has The Jentner acquired?
The Jentner has acquired the companies: Michael A Dubis Financial Planning, Litman Gregory Asset Management, Beacon Pointe Wealth Advisors, The Jentner
What technology does The Jentner use?
Some of the popular technologies that The Jentner uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Amazon Web Hosting
How do I contact The Jentner?
The Jentner contact info: Phone number: (330) 668-1000 Website: www.jentner.com
What does The Jentner do?

Jentner Wealth Management is a national firm based in Akron, Ohio, providing fee-only financial advisory services focused on prudent investing and comprehensive financial planning. Founded in 1984, the firm serves individuals, families, and business owners across the United States, prioritizing client needs with fiduciary responsibility. They utili... ze an evidence-based investment philosophy, employing diverse global portfolios and passive management strategies to help clients achieve their lifelong financial goals. Committed to transparency and personalized attention, Jentner Wealth Management aims to protect and enhance clients' resources.Read More

What are The Jentner social media links?
The Jentner Linkedin page The Jentner Facebook page
Is The Jentner a public company?
The Jentner is private company therefore does not currently have an official ticker symbol
See more information about The Jentner

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