|
⚲
|
| Keyboard |
| Nabity-Jensen Investment Management Inc
✚
|
|
|---|---|
| CRD # | 128455 |
| SEC # | 801-118341 |
| CIK # | 0002044851 |
| AUM | 258.5 M (2026-03-06) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 402-391-1021 |
| Address | 9802 Nicholas Street Omaha, NE 68114 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.7 | ||
| Apple Inc | 4.5 | ||
| Microsoft Corp | 2.8 | ||
| J P Morgan Chase & Co | 2.1 | ||
| Caterpillar Inc | 2.0 | ||
| Alphabet Inc | 2.0 | ||
| Valmont Industries Inc | 2.0 | ||
| Amazon Com Inc | 1.9 | ||
| Lilly Eli & Co | 1.5 | ||
| Costco Wholesale Corp /NEW | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 13.3 |
| (b) Individuals (high net worth individuals) | 42 | 243.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 1.1 |
| (h) Charitable organizations | 1 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 217 | 258.5 |
| By Discretionary | ||
| Discretionary | 217 | 258.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 217 | 258.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.5 | |
| Total | 217 | 258.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002044851] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 1 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Clark Wealth Partners LLC
✚
|
IL | 259.9 M |
|
Finley Financial LLC
✚
|
NV | 259.8 M |
|
Private Wealth Consulting LLC
✚
|
259.3 M | |
|
Revel Wealth Management LLC
✚
|
NJ | 258.9 M |
|
Financial Institution Services LLC
✚
|
258.7 M | |
|
Equity Wealth Partners LLC
✚
|
MO | 258.6 M |
|
AFT Forsyth and Company Inc
✚
|
FL | 258.6 M |
|
Kamichu Wealth Management LLC
✚
|
258.1 M | |
|
Carbahal Olsen Financial Services Group LLC
✚
|
CA | 257.6 M |
|
Dogwood Wealth Management LLC
✚
|
KS | 257.2 M |