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Building 2SIMS INVESTMENT MANAGEMENT LLC

Map pinCINCINNATI, OH
Phone513-278-7467
NotebookSEC #801-123034
Total AUM
$304.6M
Employees
12
Clients
522

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3322 ERIE AVE.
SUITE 200
CINCINNATI
OH 45208
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
513-278-7467
Other Offices
1

ReceiptFinancials

Total AUM
$304.6M
Accounts
1,686
Discretionary
$299.1M
Accounts
1,681
Non-Discretionary
$5.5M
Accounts
5

ContactClients

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Individual Clients
450
AUM
$111.4M
HNW Individual Clients
67
AUM
$187.6M
Pension/Profit Sharing Plan Clients
5
AUM
$5.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CACOFLGAILINKYLAMNNCOHPATNTXWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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