NABITY-JENSEN INVESTMENT MANAGEMENT, INC.
CRD #128455 SEC #801-118341 OMAHA, NE 402-391-1021
SEC Registered
Total AUM
$237.8M
Discretionary
$237.8M
Employees
3
Clients
10
Accounts
217
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $237.8M | $237.8M | $0 | 3 | 0 |
| Feb 2024 | $206.1M | $206.1M | $0 | 3 | 4 |
| Feb 2023 | $177.2M | $177.2M | $0 | 3 | 0 |
| Mar 2022 | $200.6M | $200.6M | $0 | 3 | 0 |
| Mar 2021 | $160.6M | $160.6M | $0 | 3 | 0 |
| Jun 2020 | $121.8M | $121.8M | $0 | 2 | 0 |
| Feb 2020 | $121.8M | $121.8M | $0 | 2 | 0 |
| Jun 2012 | $43M | $43M | $0 | 1 | 26 |
| May 2012 | $43M | $43M | $0 | 1 | 26 |
| Mar 2012 | $43M | $43M | $0 | 1 | 26 |
| Jun 2011 | $45M | $45M | $0 | 5 | -- |
| Jun 2011 | $45M | $45M | $0 | 5 | -- |
| Apr 2010 | $40M | $40M | $0 | 5 | -- |
| Mar 2009 | $32M | $32M | $0 | 5 | -- |
| Mar 2008 | $40M | $40M | $0 | 5 | -- |
DateFeb 2025
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$206.1M
Discretionary$206.1M
Non-Disc.$0
Employees3
Clients4
DateFeb 2023
Total AUM$177.2M
Discretionary$177.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$200.6M
Discretionary$200.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$160.6M
Discretionary$160.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2012
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees1
Clients26
DateJun 2011
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--