Nine30 Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 326596
- Registered since
- March 22, 2024
- Website
- www.nine30.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Nine30 Advisors LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm focuses on fee-based portfolio management for individuals, families and small businesses, charging a percentage-of-assets-under-management fee. Its client base is concentrated on individuals and families rather than institutional or pension clients. According to firm disclosures, Nine30 is not positioned as a capital allocator, does not identify as an ESG investor, and does not report related-adviser or pension-consulting activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds37%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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