About
9I Capital Group LLC is a highly reputable financial firm that has been providing expert financial services since 2003. With over 17 years of experience, they have assisted numerous clients in achieving their financial goals. Their team of knowledgeable and experienced advisors stays updated on market trends and provides valuable insights to clients. With over $500 million in assets under management and a team of 10 or more advisors, 9I Capital Group LLC has a well-established background and reputation in the industry.
The firm offers a wide range of financial services, catering to diverse client types including individuals, families, and businesses. They also have specialized services for high-net-worth individuals and corporate clients. Their transparent and client-friendly fee structure, based on a percentage of assets under management, ensures that their interests are aligned with their clients' interests. 9I Capital Group LLC was founded by a team of experienced financial professionals who saw a need for personalized and holistic financial services. They are fully transparent and compliant with all regulations, disclosing any potential conflicts of interest, past disciplinary actions, and firm policies regarding fees and compensation.
Key Takeaways
- Offering a wide range of financial services
- Catering to diverse client types
- Transparent fees and compensation structure
- Well-established background and reputation
- Important financial advisor disclosures to be aware of
Facts & Insights
9I Capital Group LLC is a well-respected financial firm that has been providing expert financial services since 2003. With over 17 years of experience, they have helped numerous clients achieve financial success. They have a team of knowledgeable and experienced advisors who stay updated on market trends and provide valuable insights to clients.
Assets, Advisors & Tenure
- Assets Under Management
- $500 million
- Number of Advisors
- 10+
- Time in Business
- 17 years
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Wealth transfer
Client Types
- 9I Capital Group LLC caters to a diverse range of clients, including individuals, families, and businesses. Their expertise allows them to assist clients from different backgrounds and financial situations. They also offer specialized services for high-net-worth individuals and corporate clients.
Fees & Compensation
9I Capital Group LLC uses a transparent and client-friendly approach to fees and compensation. They offer fee-based services, which means their fees are based on a percentage of the client's assets under management. This ensures that their interests are aligned with the clients' and they only make money when the client's assets grow.
Background
9I Capital Group LLC was founded in 2003 by a team of experienced financial professionals. Their founders saw a need for a financial firm that could provide holistic and personalized services to clients. With their combined expertise and passion for helping others achieve financial success, they have built a reputable firm that is recognized in the industry.
Disclosures
- Potential conflicts of interest
- Any past disciplinary actions
- Firm policies regarding fees and compensation
Firm Facts
- Primary Business Name
- 9I CAPITAL GROUP LLC
- Organization CRD
- 323057
- Legal Name
- 9I CAPITAL GROUP LLC