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Home > Retirement Planners > oregon > lake oswego > JENSEN INVESTMENT MANAGEMENT INC.
JENSEN INVESTMENT MANAGEMENT INC.
5500 Meadows Road
Suite 200
Lake Oswego, Oregon 97035-3623
Tel: 503-726-4384
About JENSEN INVESTMENT MANAGEMENT INC.
JENSEN INVESTMENT MANAGEMENT INC, formally registered with the SEC as JENSEN INVESTMENT MANAGEMENT INC. The firm was established in 08/19/1988. They have over 1 offices throughout the country.
JENSEN INVESTMENT MANAGEMENT INC. is a Lake Oswego, Oregon based Financial Planning firm with nearly $13,067,305,312 assets under management, offering retirement planning & investment advisory services to 425 clients. The firm is staffed with 37 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 105281 |
| SEC# | 801-32726 |
| Assets Managed by Firm | $13,067,305,312 |
| No. of Clients | 425 |
| No. of Advisors | 37 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 425 | $13,067,305,312 |
| Individuals (other than high net worth individuals) | 231 | $24,407,789 |
| High net worth individuals | 137 | $489,702,008 |
| Pension and profit sharing plans | 3 | $34,096,779 |
| Charitable organizations | 1 | $1,308,842 |
| Other investment advisers | 5 | $145,296,864 |
| Corporations or other businesses | 19 | $200,961,398 |
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