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Building 2NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

Map pinOMAHA, NE
Phone402-391-1021
NotebookSEC #801-118341
Total AUM
$258.5M
Employees
3
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9802 NICHOLAS STREET
SUITE 105
OMAHA
NE 68114
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
402-391-1021
Other Offices
2

ReceiptFinancials

Total AUM
$258.5M
Accounts
217
Discretionary
$258.5M
Accounts
217
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
45
AUM
$13.3M
HNW Individual Clients
42
AUM
$243M
Pension/Profit Sharing Plan Clients
4
AUM
$1.1M
Charitable Organization Clients
1
AUM
$995.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IANETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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