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 registered investment adviser that has been SEC-registered since 2020 and is owned by an individual. The firm serves both individual and family clients as well as institutional relationships, providing financial planning and portfolio management—with particular emphasis on individuals and small businesses. Its fee schedule includes asset-based fees alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3
Randall 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 35Active vs passive
$113M in ETFs
100%
$113M
0%
$227K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $23.8M | 109,239 | 20.99% |
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
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