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Building 2SIMCO FINANCIAL

Map pinCANANDAIGUA, NY
Phone(585) 750-2818
NotebookSEC #801-133881
Total AUM
$26M
Employees
1
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2531 ROCHESTER ROAD
CANANDAIGUA
NY 14424
United States
Operating Hours
9:00 - 5:00 (ET)
Monday - Friday
Phone
(585) 750-2818

ReceiptFinancials

Total AUM
$26M
Accounts
24
Discretionary
$0
Accounts
0
Non-Discretionary
$26M
Accounts
24

ContactClients

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Pension/Profit Sharing Plan Clients
24
AUM
$26M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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