Sims Capital Management LLC

Sims Capital Management LLC (CRD# 129398) is a financial advisory firm headquartered in Milwaukee, WI. They manage $50,330,796 in 12 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.simsfund.net
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $4,194,233
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
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.

WI

Financial Advisors at Sims Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Sims, financial advisor Milwaukee WI
David C. Sims
CRD#: 4741924
225 E. Mason Street, Suite 802, Milwaukee, WI 53202
90
Wealthminder
score

David Sims (CRD# 4741924) is an Investment Advisor Representative working at Sims Capital Management LLC in Milwaukee, WI and has over 4 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.

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