NIM Wealth Solutions Inc.

EST. AUM
$116,755,871

CONTACTS

CLIENT ACCOUNTS
302

Firm Details

Metro area San Jose
CRD Number 334754
Website nimretirementgroup.com
Client types

Overview

NIM Wealth Solutions Inc. is a California-based registered investment advisory (RIA) firm that provides comprehensive financial planning and investment management services to individuals, families, and institutional clients. Operating under the NIM Retirement Group brand, the firm focuses on helping clients achieve financial security, particularly in retirement, through personalized strategies that integrate investment management, tax planning, and insurance solutions. The firm also collaborates with affiliated entities offering tax and insurance services to deliver a more holistic financial solution.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

NIM Wealth Solutions Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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