Overview
Assets Under Management: $238 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 36
Average Client Assets: $6 million
Frequently Asked Questions
NABITY-JENSEN INVESTMENT MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128455), NABITY-JENSEN INVESTMENT MANAGEMENT, INC. is subject to fiduciary duty under federal law.
NABITY-JENSEN INVESTMENT MANAGEMENT, INC. is headquartered in OMAHA, NE.
NABITY-JENSEN INVESTMENT MANAGEMENT, INC. serves 36 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, NABITY-JENSEN INVESTMENT MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
NABITY-JENSEN INVESTMENT MANAGEMENT, INC. manages $238 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, NABITY-JENSEN INVESTMENT MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.45
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 217
Discretionary Accounts: 217
Regulatory Filings
CRD Number: 128455
Last Filing Date: 2025-02-18 00:00:00
Website: https://nabityjensen.com