Jensen Investment Management Inc.

Jensen Investment Management Inc. (CRD# 105281) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $14,495,257,651 in 933 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
5500 Meadows Road, Suite 200, Lake Oswego, OR 97035
https://www.linkedin.com/company/jensen-investment-management/
By the Numbers
  • Total Assets Under Management
    14,495
    MILLION
  • Total Number of Accounts
    933
    ACCOUNTS
  • Average Account Value
    $15,536,182
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MA, NH, OR, TX, WA

Financial Advisors at Jensen Investment Management Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Philomena Ferree, financial advisor Lake Oswego OR
Philomena A. Ferree
CRD#: 6126508
5500 Meadows Road, Suite 200, Lake Oswego, OR 97035

Philomena Ferree (CRD# 6126508) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 9 years of experience in the finance industry.

2
Robert McIver, financial advisor Lake Oswego OR
Robert D. McIver
CRD#: 5124641
5500 Meadows Road, Suite 200, Lake Oswego, OR 97035

Robert McIver (CRD# 5124641) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 16 years of experience in the finance industry.

3
Keith Reiland, financial advisor Lake Oswego OR
Keith A. Reiland
CRD#: 6133125
5500 Meadows Road, Suite 200, Lake Oswego, OR 97035

Keith Reiland (CRD# 6133125) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 9 years of experience in the finance industry.

4
Eric Schoenstein, financial advisor Lake Oswego OR
Eric H. Schoenstein
CRD#: 4783162
5500 Meadows Road, Suite 200, Lake Oswego, OR 97035

Eric Schoenstein (CRD# 4783162) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has over 8 years of experience in the finance industry.

5
Maryann Dahl, financial advisor Lake Oswego OR
Maryann E. Dahl
CRD#: 7450934
5500 Meadows Road, Suite 200, Lake Oswego, OR 97035

Maryann Dahl (CRD# 7450934) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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