$411.2K Total AUM
$411.2K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2021
- Office Locations
- 1
Office Locations
-- SAN Jose CA
About Nine Gems Investment Management
Nine Gems Investment Management is a fee-only fiduciary RIA in San Jose serving busy professionals with comprehensive wealth management—goal-based planning plus implementation and ongoing portfolio management. The firm emphasizes data-driven, customized solutions and primarily uses ETFs in its SMA portfolios, custodied at Charles Schwab.
Team overview
-- AVG AGE
$411.2K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
MOHAN ARVIND NAVARATNA
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #7300325
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $411,208 | -- |
| Non-Discretionary | $0 | -- |
| Total | $411,208 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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