Overview
Assets Under Management: $297 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 64
Average Client Assets: $1.5 million
Frequently Asked Questions
SALING, SIMMS, ASSOCIATES INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119810), SALING, SIMMS, ASSOCIATES INC. is subject to fiduciary duty under federal law.
SALING, SIMMS, ASSOCIATES INC. is headquartered in COLUMBUS, OH.
SALING, SIMMS, ASSOCIATES INC. serves 64 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, SALING, SIMMS, ASSOCIATES INC. offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
SALING, SIMMS, ASSOCIATES INC. manages $297 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, SALING, SIMMS, ASSOCIATES INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.01%
Average Client Assets: $1.5 million
Total Client Accounts: 1,152
Discretionary Accounts: 1,079
Non-Discretionary Accounts: 73
Regulatory Filings
CRD Number: 119810
Filing ID: 1819904
Last Filing Date: 2024-03-29 12:47:00