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Eric Herbert Schoenstein

JENSEN INVESTMENT MANAGEMENT INC·LAKE OSWEGO, Oregon
Unclaimed Profile
5500 MEADOWS ROAD, LAKE OSWEGO, OR 97035-3623CRD# 4783162Firm CRD# 105281
01

About

Eric Herbert Schoenstein is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with JENSEN INVESTMENT MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
JENSEN INVESTMENT MANAGEMENT INC
JENSEN INVESTMENT MANAGEMENT INC.
AUM
$13.4B
Regulatory assets under management
Employees
41
Total firm employees
View all advisors at JENSEN INVESTMENT MANAGEMENT INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4783162
Firm CRD# 105281
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric Herbert Schoenstein offer?
Eric Herbert Schoenstein specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Eric Herbert Schoenstein's credentials?
Eric Herbert Schoenstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Herbert Schoenstein located?
Eric Herbert Schoenstein is based in LAKE OSWEGO, Oregon, working with JENSEN INVESTMENT MANAGEMENT INC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Eric Herbert Schoenstein charge for services?
Eric Herbert Schoenstein's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JENSEN INVESTMENT MANAGEMENT INC?
JENSEN INVESTMENT MANAGEMENT INC has approximately 41 employees and manages $13.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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