Sims Capital Management LLC

Sims Capital Management LLC (CRD# 129398) is a financial advisory firm headquartered in Milwaukee, WI. They manage $34,515,052 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

225 E. Mason Street, Suite 802, Milwaukee, WI 53202

http://www.peregrineinvestmentfund.com

By the Numbers

Total Assets Under Management

35

MILLION
Total Number of Accounts

19

ACCOUNTS
Average Account Value

$1,816,582

Compensation Options

A percentage of assets under your management
Other

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies (as well as "business development companies")
Portfolio management for businesses (other than small businesses) or institutional clients

Types of Clients

Registered States

Registered Investment Advisor

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.

Financial Advisors at Sims Capital Management LLC

Showing 1 - 1 of 1 top financial advisors.

David C. Sims

CRD#: 4741924

225 E. Mason Street, Suite 802, Milwaukee, WI 53202

Wealthminder

score

David Sims (CRD# 4741924) is an Investment Advisor Representative working at Sims Capital Management LLC in Milwaukee, WI and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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