Herbert J. Sims Capital Management, Inc.
Herbert J. Sims Capital Management, Inc. (CRD# 134510) is a financial advisory firm headquartered in Fairfield, CT. They manage $146,675,712 in 333 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management147MILLION
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Total Number of Accounts333ACCOUNTS
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Average Account Value$440,468
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, MA, MD, MN, NC, NJ, NY, PR, TX, WI
Jason Diamond (CRD# 2320884) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 25 years of experience in the finance industry.
Clifford Edelmann (CRD# 5856311) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 4 years of experience in the finance industry.
Timothy Garrettson (CRD# 871896) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 41 years of experience in the finance industry.
Stacy Goldsmith (CRD# 1416323) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Red Bank, NJ and has over 38 years of experience in the finance industry.
Jonathan Jarow (CRD# 4931964) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 18 years of experience in the finance industry.
Sean Lalljee (CRD# 3112655) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 25 years of experience in the finance industry.
Gayl Mileszko (CRD# 2488865) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 6 years of experience in the finance industry.
Daniel Mullane (CRD# 1246435) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 40 years of experience in the finance industry.
Patrick Richard (CRD# 1199535) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Bloomington, MN and has over 40 years of experience in the finance industry.
Michael Torre (CRD# 2468367) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Jupiter, FL and has over 26 years of experience in the finance industry.