Overview
Assets Under Management: $246 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 31
Average Client Assets: $3 million
Frequently Asked Questions
SIMS INVESTMENT MANAGEMENT LLC 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 #169491), SIMS INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
SIMS INVESTMENT MANAGEMENT LLC is headquartered in CINCINNATI, OH.
SIMS INVESTMENT MANAGEMENT LLC serves 31 high-net-worth clients according to their SEC filing dated July 11, 2025. View client details ↓
According to their SEC Form ADV, SIMS INVESTMENT MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
SIMS INVESTMENT MANAGEMENT LLC manages $246 million in client assets according to their SEC filing dated July 11, 2025.
According to their SEC Form ADV, SIMS INVESTMENT MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,752
Discretionary Accounts: 1,718
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 169491
Filing ID: 2002448
Last Filing Date: 2025-07-11 12:23:00
Website: https://advisorlawyer.com