NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
Firm details
- Headquarters
- OMAHA, Nebraska
- CRD number
- 128455
- Registered since
- March 27, 2020
- Website
- nabityjensen.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.04%
- Individuals5.14%
- Pension & Profit Sharing Plans0.44%
- Charitable Organizations0.39%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Nabity-Jensen Investment Management, Inc. is an independent, SEC‑registered registered investment adviser (SEC registration year 2020) organized as a corporation and owned by an individual. The firm serves both individual & family and institutional clients and focuses on financial planning and portfolio management for individuals and small businesses. Its fee schedule includes asset‑based fees, hourly charges, and fixed fees. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities19%
- State & Local Bonds17%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Contacts
3 of 3RANDALL JENSEN
PresidentCRD 2813307
Jennifer Jorgenson
Operations ManagerCRD 7488667
DAVID NABITY
President & OwnerCRD 1019344
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$100M in ETFs
100%
$100M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $21.7M | 110,704 | 21.61% |
Location
OMAHA, NE
DOUGLAS
Location
OMAHA, NE
Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- DOUGLAS
- Address
- 9802 Nicholas St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
BAZIS PRIVATE WEALTH, LLC
RIAOMAHA, NE
INTERALPEN PARTNERS, LLC
RIAOMAHA, NE
REVOLUTION CAPITAL, LLC
RIAOMAHA, NE
KEYSTONE FINANCIAL SERVICES, LLC
RIAOMAHA, NE
HILEY HUNT WEALTH MANAGEMENT, INC.
RIAOMAHA, NE
CORNERSTONE FINANCIAL GROUP,LLC
RIAOMAHA, NE