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Building 2SIMA WEALTH PARTNERS, LLC

Map pinNORTH CHESTERFIELD, VA
Phone804-285-5700
NotebookSEC #801-130711
Total AUM
$156.7M
Employees
6
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
720 MOOREFIELD PARK DRIVE
SUITE 140
NORTH CHESTERFIELD
VA 23235
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
804-285-5700

ReceiptFinancials

Total AUM
$156.7M
Accounts
311
Discretionary
$156.7M
Accounts
311
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
51
AUM
$20.2M
HNW Individual Clients
60
AUM
$124.6M
Pension/Profit Sharing Plan Clients
1
AUM
$8.4M
Corporation or Business Clients
3
AUM
$3.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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