firm profile
Jensen Investment Management Inc.
Overview
Jensen Investment Management Inc. is an SEC registered investment adviser based in Lake Oswego, OR, registered since 1988. It reports $6.5B in assets under management across 937 accounts, with 36 employees. It has 4 investment adviser representatives.
- Reported AUM
- $6.5B
- Discretionary
- 100%
- Accounts
- 937
- Average account
- $6.9M
- Employees
- 36
- Advisory reps
- 4
- Registered since
- 1988
- Jurisdictions
- 14
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 3 of 6
- Robert David McIver President, Managing Director CRD 5124641
- Allen Thomas Bond Vice President, Managing Director CRD 3210313
- Gabriel Lee Goddard Chief Compliance Officer, General Counsel, Managing Director CRD 5094859
3 more executive officers, with direct contact details
Advisory reps 3 of 4
- Maryann Elizabeth Sievila Dahl Investment Adviser Rep CRD 7450934
- Philomena Ann Ferree Investment Adviser Rep CRD 6126508
- Robert David Mciver Investment Adviser Rep CRD 5124641
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 5500 Meadows Rd Ste 200
Lake Oswego, OR 97035 - County
- Clackamas
- Metro area
- Portland-Vancouver-Hillsboro, OR-WA
- Region
- West
Registrations
- SEC registered
- Registered in 14 jurisdictions
Every state, with registration dates
Similar firms near Lake Oswego
- Northwest Capital Management Inc.Lake Oswego, OR$8.5B AUM
- Aldrich Wealth LPLake Oswego, OR$7.6B AUM
- Human InvestingLake Oswego, OR$2.2B AUM
- Quest Investment Management, LLCLake Oswego, OR$1.7B AUM
- Aerodigm Wealth LLCLake Oswego, OR$1.5B AUM
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