Saling, Simms, Associates Inc.

Saling, Simms, Associates Inc. (CRD# 119810) is a financial advisory firm headquartered in Columbus, OH. They manage $119,720,308 in 552 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    552
    ACCOUNTS
  • Average Account Value
    $216,885
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, NH, OH, TX

Financial Advisors at Saling, Simms, Associates Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Sheila J. Burke
CRD#: 1176755
7965 N. High St. Suite 130, Columbus, OH 43235
96
Wealthminder
score

Sheila Burke (CRD# 1176755) is an Investment Advisor Representative working at Saling, Simms, Associates Inc. in Columbus, OH and has over 22 years of experience in the finance industry.

2
Peggy N. Slaughter
CRD#: 4635901
7965 N. High St. Suite 130, Columbus, OH 43235
96
Wealthminder
score

Peggy Slaughter (CRD# 4635901) is an Investment Advisor Representative working at Saling, Simms, Associates Inc. in Columbus, OH and has over 13 years of experience in the finance industry. Peggy Slaughter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James A. Saling
CRD#: 1273628
7965 N. High Street, Suite 130, Columbus, OH 43235
93
Wealthminder
score

James Saling (CRD# 1273628) is an Investment Advisor Representative working at Saling, Simms, Associates Inc. in Columbus, OH and has over 30 years of experience in the finance industry.

4
Brent R. Simms
CRD#: 1682860
7965 N. High Street, Suite 130, Columbus, OH 43235
93
Wealthminder
score

Brent Simms (CRD# 1682860) is an Investment Advisor Representative working at Saling, Simms, Associates Inc. in Columbus, OH and has over 9 years of experience in the finance industry.

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