5500 Meadows Road
Suite 200
Lake Oswego, Oregon 97035-3623
Tel: 503-726-4384
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 $13,438,401,059 assets under management, offering retirement planning & investment advisory services to 431 clients. The firm is staffed with 41 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105281 |
SEC# | 801-32726 |
Assets Managed by Firm | $13,438,401,059 |
No. of Clients | 431 |
No. of Advisors | 41 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 431 | $13,438,401,059 |
Individuals (other than high net worth individuals) | 219 | $20,816,167 |
High net worth individuals | 159 | $541,712,372 |
Pension and profit sharing plans | 4 | $322,010,097 |
Charitable organizations | 1 | $1,579,280 |
Other investment advisers | 5 | $172,417,970 |
Corporations or other businesses | 17 | $229,055,621 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$34,385,256,113 | 126310 | 112 | |
$25,897,235,362 | 73 | 9 | |
$8,394,137,837 | 4068 | 60 | |
$6,856,132,947 | 1409 | 17 | |
$6,745,495,357 | 24847 | 225 |
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