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).
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Total Assets Under Management194MILLION
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Total Number of Accounts1,575ACCOUNTS
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Average Account Value$122,976
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, CO, FL, IN, KY, LA, NC, OH, PA, TX, WV
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.
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.
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.