Sims Investment Management LLC

Sims Investment Management LLC (CRD# 169491) is a financial advisory firm headquartered in Cincinnati, OH. They manage $11,600,000 in 138 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $84,058
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
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.

KY, LA, MD, OH, WV

Financial Advisors at Sims Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Cory K. Sims
CRD#: 6099496
2727 Madison Rd, Suite 304, Cincinnati, OH 45209
70
Wealthminder
score

Cory Sims (CRD# 6099496) is an Investment Advisor Representative working at Sims Investment Management LLC in Cincinnati, OH and has over 4 years of experience in the finance industry.

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