Sims Investment Management LLC

Sims Investment Management LLC (CRD# 169491) is a financial advisory firm headquartered in Cincinnati, OH. They manage $193,687,782 in 1,575 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
2101 Grandin Road, Suite A, Cincinnati, OH 45208
http://www.simsinvestment.com
By the Numbers
  • Total Assets Under Management
    194
    MILLION
  • Total Number of Accounts
    1,575
    ACCOUNTS
  • Average Account Value
    $122,976
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IN, KY, LA, NC, OH, PA, TX, WV

Financial Advisors at Sims Investment Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Cory Sims, financial advisor Cincinnati OH
Cory K. Sims
CRD#: 6099496
2101 Grandin Road, Suite A, Cincinnati, OH 45208

Cory Sims (CRD# 6099496) is an Investment Advisor Representative working at Sims Investment Management LLC in Cincinnati, OH and has over 11 years of experience in the finance industry.

2
Ryan Atkins, financial advisor Cincinnati OH
Ryan S. Atkins
CRD#: 7440717
2101 Grandin Road, Suite A, Cincinnati, OH 45208

Ryan Atkins (CRD# 7440717) is an Investment Advisor Representative working at Sims Investment Management LLC in Cincinnati, OH and has over 2 years of experience in the finance industry.

3
Michael Perry, financial advisor Cincinnati OH
Michael F. Perry
CRD#: 7695705
2101 Grandin Road, Suite A, Cincinnati, OH 45208

Michael Perry (CRD# 7695705) is an Investment Advisor Representative working at Sims Investment Management LLC in Cincinnati, OH and has 1 year 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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