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Thomas Richard Smith

JENSEN INVESTMENT MANAGEMENT INC·LAKE OSWEGO, Oregon
Unclaimed Profile
5500 MEADOWS ROAD, LAKE OSWEGO, OR 97035-3623CRD# 3262604Firm CRD# 105281
01

About

Thomas Richard Smith 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.

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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# 3262604
Firm CRD# 105281
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Richard Smith offer?
Thomas Richard Smith specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Thomas Richard Smith's credentials?
Thomas Richard Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Richard Smith located?
Thomas Richard Smith 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 Thomas Richard Smith charge for services?
Thomas Richard Smith'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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