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Building 2SALING, SIMMS, ASSOCIATES INC.

Map pinCOLUMBUS, OH
Phone614-841-1881
NotebookSEC #801-80114
Total AUM
$296.7M
Employees
6
Clients
509

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7965 N. HIGH ST. SUITE 130
COLUMBUS
OH 43235
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
614-841-1881

ReceiptFinancials

Total AUM
$296.7M
Accounts
1,152
Discretionary
$165.8M
Accounts
1,079
Non-Discretionary
$130.9M
Accounts
73

ContactClients

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Individual Clients
388
AUM
$64M
HNW Individual Clients
64
AUM
$98M
Pension/Profit Sharing Plan Clients
6
AUM
$5.7M
Other Clients
51
AUM
$129.1M
Description of Other Clients
401K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISOR/MANAGER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTXVA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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