Sims Capital Management LLC
Sims Capital Management LLC (CRD# 129398) is a financial advisory firm headquartered in Milwaukee, WI. They manage $49,943,509 in 13 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management50MILLION
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Total Number of Accounts13ACCOUNTS
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Average Account Value$3,841,808
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")
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Sims Capital Management LLC
1
David Sims (CRD# 4741924) is an Investment Advisor Representative working at Sims Capital Management LLC in Milwaukee, WI and has over 10 years of experience in the finance industry.
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