Eric
Schoenstein
Jensen Investment Management Inc
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About this Advisor
Eric Schoenstein is a financial advisor based in Lake Oswego, Oregon, working with Jensen Investment Management Inc. Eric has previously held a position at Jensen Investment Management. Eric has passed the Series 65 regulatory exam and is registered to provide services in Oregon. Currently, Eric is part of Jensen Investment Management Inc, which operates out of Lake Oswego, Oregon. The firm has 41 employees and manages assets totaling $13.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Jensen Investment Management Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Jensen Investment Management Inc Brokerage Details
$13,438,401,059
41
431
$31,179,585
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Eric Schoenstein Work History
Jensen Investment Management
Disclosures
Please visit the SEC profile of Eric Schoenstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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