Jensen Investment Management Inc
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Overview
Jensen Investment Management Inc is a financial advisor firm based in Lake Oswego, Oregon. It oversees $13.1 billion in assets under management across 425 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management (AUM). The firm has a small group, including 14 financial advisors. Jensen Investment Management Inc is not a registered broker-dealer, meaning it is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as options, equities and bonds.
Jensen Investment Management Inc oversees all of its client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes transaction judgments without needing client authorization. The company's typical account size is $30.7 million. An average advisor at Jensen Investment Management Inc administers about 30 client accounts, placing it towards the middle in terms of personalization.
Jensen Investment Management Inc's headquarters is at 5500 Meadows Road, Lake Oswego, Oregon 97035-3623. It is legally registered to provide services to customers across 14 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Jensen Investment Management Inc by the Numbers
$13.1 billion
37
425
$30.7 million
Fee Structure
Financial advisory fees vary depending on the financial services provided. However, fees billed by Jensen Investment Management Inc typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Jensen Investment Management Inc.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Jensen Investment Management Inc manages money for a broad range of investors. The firm works with retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, corporations and other. Out of its 425 customers, Jensen Investment Management Inc's biggest client group is retail investors, but it also serves 137 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 32.62%
- Other Individuals - 55%
- Corporations - 12.14%
- Charitable Organizations - 0.24%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Jensen Investment Management Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Jensen Investment Management Inc
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
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