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 $13,438,401,059 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 Status	Approved
Firm CRD#	105281
SEC#	801-32726
Assets Managed by Firm	$13,438,401,059
No. of Clients	431
No. of Advisors	41

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 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

More Retirement Planning firms in Lake Oswego, Oregon:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17
ALDRICH WEALTH LP 5665 Sw Meadows Rd, Suite 200 Lake Oswego, OR, 97035	$5,572,244,811	2352	40

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