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JENSEN INVESTMENT MANAGEMENT INC.

5500 Meadows Road
Suite 200
Lake Oswego, Oregon 97035-3623
Tel: 503-726-4384

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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 $13,438,401,059 assets under management, offering retirement planning & investment advisory services to 431 clients. The firm is staffed with 41 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105281
SEC#801-32726
Assets Managed by Firm$13,438,401,059
No. of Clients431
No. of Advisors41

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total431$13,438,401,059
Individuals (other than high net worth individuals)219$20,816,167
High net worth individuals159$541,712,372
Pension and profit sharing plans4$322,010,097
Charitable organizations1$1,579,280
Other investment advisers5$172,417,970
Corporations or other businesses17$229,055,621

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FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
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NORTHWEST CAPITAL MANAGEMENT INC.
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KINGSVIEW WEALTH MANAGEMENT, LLC
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