I
CRD: 129026
Investment Management 911
East Hanover, NJ
9734281493
$14.1M Total AUM
$14.1M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-20-2003
- Office Locations
- 1
Office Locations
-- East Hanover NJ
About Investment Management 911
Investment Management 911 is a East Hanover-based RIA. The firm has been operating for 22 years. Managing $14.1M in total assets under management, with 1 advisory representatives. Services offered include Financial Planning, Investment Planning, Portfolio Construction.
Team overview
-- AVG AGE
$14.1M AVG AUM / ADVISOR
$306.5K AVG AUM / CLIENT
20.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Asset Classes
Glacier meridian
Investment Themes
Legacy
Investment Vehicles
Signal
Services
Summit Fusion Vector unison
Owner & Executives
M
MOHAMMAD HOSSEINI-NEJAD
President
- CRD
- #4146226
- Ownership
- 75% or more
(581) 296-9774
zenith.optima@peakcapital.com
in linkedin.com/in/glacier-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,100,000
Public Funds:
27.7% Cash:
44.0% Equity - Exchange:
11.4% Corporate - Investment Grade:
16.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,295,385,994 | 27.7% |
| Cash | $2,057,652,843 | 44.0% |
| Equity - Exchange | $533,119,146 | 11.4% |
| Corporate - Investment Grade | $790,325,750 | 16.9% |
| Total | $4,676,483,733 | 100.0% |