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9M Investments, LLC

EST. AUM
$11,138,973

CONTACTS

CLIENT ACCOUNTS
60

Firm Details

Metro area Dallas
CRD Number 289320
Website 9minvestmentsllc.com
Client types

Overview

9M Investments, LLC is an independent, fee-only financial advisory firm established in 2017 and headquartered in Grapevine, Texas. It provides investment management and comprehensive financial planning to individuals, families, business owners and retirement plan sponsors. Its services include retirement income planning, tax and estate coordination, insurance analysis and customized portfolio management. The firm also advises on 401(k) and employer-sponsored retirement plans, including investment selection and plan oversight. Its investment process considers client risk tolerance, financial objectives, liquidity requirements and tax circumstances.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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