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Building 2JENSEN INVESTMENT MANAGEMENT INC.

Map pinLAKE OSWEGO, OR
Phone503-726-4384
NotebookSEC #801-32726
Total AUM
$6.5B
Employees
36
Clients
411

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5500 MEADOWS ROAD
SUITE 200
LAKE OSWEGO
OR 97035-3623
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
503-726-4384

ReceiptFinancials

Total AUM
$6.5B
Accounts
937
Discretionary
$6.5B
Accounts
937
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
216
AUM
$19.8M
HNW Individual Clients
154
AUM
$540.3M
Investment Company Clients
4
AUM
$4.4B
Pooled Vehicle Clients
3
AUM
$1.2B
Pension/Profit Sharing Plan Clients
3
AUM
$32.6M
Charitable Organization Clients
1
AUM
$1.8M
Government Entity Clients
1
AUM
$63M
Investment Advisor Clients
4
AUM
$68.6M
Corporation or Business Clients
13
AUM
$128.4M
Other Clients
12
AUM
$46.3M
Description of Other Clients
NON-PROFIT/ENDOWMENT/FOUNDATIONS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLIDILMENHORTXUTWA

HandshakeAffiliates

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

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