Investment Management 911
Firm details
- Headquarters
- ,
- CRD number
- 129026
- Fee structure
- Percentage of AUM
- Client types
- Individuals61.35%
- HNWI38.65%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Investment Management 911 is a small, owner-operated advisory practice organized as a sole proprietorship that provides fee-based portfolio management for individuals, families and small businesses. The firm charges a percentage-of-AUM fee and focuses on running discretionary portfolios rather than acting as a capital allocator to third-party managers. According to its regulatory filing details, the adviser does not identify as an active ESG investor, does not operate as a multi-state adviser, and does not provide pension consulting or related-adviser services.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds68%
- Cash & Cash Equivalents22%
- Exchange Traded Equities9%
- Investment Grade Corp Bonds1%
Contacts
1 of 1Mohammad Hosseini-nejad
PresidentCRD 4146226
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations