9M Investments, LLC is an independent boutique financial services firm that specializes in personalized financial services ranging from financial planning to retirement plans and executive benefits. Our personalized approach, our total commitment to serving our clients and our investing experience, make us unique in our industry, not just as a business, but as innovators in what experience we deliver to our clients. I have worked in the financial services industry for over 17 years. Before setting up my own RIA, I worked for some of the biggest financial companies in the world (AXA, PFG, VOYA). If you would like further details, please message/connect with me or view my website at www.9minvestmentsllc.com When I'm not working, I enjoy chasing around my young kids, running and reading economic studies. Keep it Simple, Retire Happy!!
View Top Employees from 9M Investments, LLCWebsite | http://www.9minvestmentsllc.com |
Revenue | $1 million |
Employees | 1 (1 on RocketReach) |
Founded | 2017 |
Address | 2146 Westwood Terrace, Grapevine, Texas 76051, US |
Phone | (817) 680-7942 |
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Industry | Financial Services, Investment Banking, Finance |
Competitors | Sierra Pacific Financial Advisors, LLC, Soundhaven Capital, Stockade Wealth Management, TP Investment Advisory, Westgate Capital Consultants, LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 523999 Companies, NAICS Code 5239 Companies, NAICS Code 523930 Companies, NAICS Code 52393 Companies, NAICS Code 52399 Companies, NAICS Code 52 Companies |
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The 9M Investments, LLC annual revenue was $1 million in 2024.
1 people are employed at 9M Investments, LLC.
9M Investments, LLC is based in Grapevine, Texas.
The NAICS codes for 9M Investments, LLC are [523, 523999, 5239, 523930, 52393, 52399, 52].
The SIC codes for 9M Investments, LLC are [628, 62].