Nabity Jensen Investment Management, Inc. (Omaha)

Nabity Jensen Investment Management, Inc. is an adviser based in Omaha. It manages $43 million of regulatory assets for 147 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Nebraska.

Nabity Jensen Investment Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Nabity Jensen Investment Management: assets under management

The assets under management (AUM) of Nabity Jensen Investment Management, Inc. is $43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $292.52 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nabity Jensen Investment Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Nabity Jensen Investment Management, Inc.

Randall Lee Jensen has been acting as President since 1 Feb 2006. David Roland Nabity joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Randall Lee Jensen	President/chief compliance officer	1 Feb 2006	50% - 75%	2813307
David Roland Nabity	Vice-president	1 Feb 2006	25% - 50%	1019344

Based in Omaha

The principal office where Nabity Jensen Investment Management, Inc. performs its advisory services is located at 9850 Nicholas Street, Omaha, NE 68114, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.