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| Nabity-Jensen Investment Management Inc
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|
|
|---|---|
| CRD # | 128455 |
| SEC # | 801-118341 |
| CIK # | |
| AUM | $177.2 MM (2023-02-01) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 402-391-1021 |
| Address | 9802 Nicholas Street Omaha, NE 68114 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 18.3 |
| (b) Individuals (high net worth individuals) | 29 | 156.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 219 | 177.2 |
| By Discretionary | ||
| Discretionary | 219 | 177.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 219 | 177.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.2 | |
| Total | 219 | 177.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pring/Turner Capital Group Inc
✚
|
CA | 0.2 |
|
Sound Investment Management Inc
✚
|
OR | 0.2 |
|
Fourth Dimension Wealth LLC
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|
OH | 0.2 |
|
Core Compliance Group LLC
✚
|
SC | 0.2 |
|
Theory Financial LLC
✚
|
CO | 0.2 |
|
Midwest Heritage Bank FSB
✚
|
IA | 0.2 |
|
3 Factor Indexing LLC
✚
|
CA | 0.2 |
|
The H Group Washington Inc
✚
|
OR | 0.2 |
|
Pillar Wealth Management LLC
✚
|
CA | 0.2 |
|
The Yanker Group Inc
✚
|
MO | 0.2 |