Overview
Assets Under Management: $238 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 36
Average Client Assets: $6 million
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