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NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
CRD 128455 · SEC 801-118341
9802 NICHOLAS STREET, SUITE 105, OMAHA, NE, 68114, United States
Phone
402-391-1021
Fax
402-819-4688
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$258.5M
Discretionary AUM
$258.5M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $13.3M |
| High net worth individuals | 42 | $243.0M |
| Pension/profit sharing plans | 4 | $1.1M |
| Charitable organizations | 1 | $995K |
States served
IA, NE, TX
All web addresses on file
Official SEC filing: View on IAPD