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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-23-2017
- Office Locations
- 1
Office Locations
About 9M Investments, LLC
9M Investments is a fee-only fiduciary RIA in Grapevine, TX serving individuals, families, and small business owners with retirement planning and investment management. The firm integrates tax, estate, and insurance planning with customized portfolio construction and investment selection/monitoring, including downside-protection approaches such as structured notes. It also offers active 401(k) and employer plan oversight to improve participant outcomes and reduce sponsor fiduciary liability; custody via Schwab.
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Owner & Executives
JACOB MANSFIELD MILLICAN
Chief Compliance Officer, Managing Member, Wealth Manager
- CRD
- #4607734
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,064,638 | -- |
| Non-Discretionary | $1,074,335 | -- |
| Total | $11,138,973 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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