Nine30 Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 326596
- Registered since
- March 22, 2024
- 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 that manages portfolios for individuals and families, with a fee model based on a percentage of assets under management. The firm is organized as an LLC and is owned by a domestic entity and an individual. It registered with the SEC in 2024 and describes its primary advisory activity as portfolio management for individuals and small businesses. The firm does not identify itself as an active ESG investor.
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
1 of 1Andreas Clenow
Co Founder and Chief Investment OfficerCRD 7805316
Contacts
2 of 2Lisa Smith
Managing DirectorCRD 2691076
Amichay Oren
Co-FounderCRD 7808474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Collaborative Advice
RIAThe Financial Grove LLC
RIACore Capital Markets, LLC
RIAAtlanta, GA
Schreier Financial, LLC
RIAConsortium Private Wealth LLC
RIASlidell, LA