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.
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 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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
You can reach the main office by calling the phone number 402-391-1021 or by fax 402-391-0608. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.