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Home > Retirement Planners > connecticut > fairfield > HERBERT J. SIMS CAPITAL MANAGEMENT, INC.
HERBERT J. SIMS CAPITAL MANAGEMENT, INC.
2150 Post Road
Suite 301
Fairfield, Connecticut 06824
Tel: 203-418-9000
About HERBERT J. SIMS CAPITAL MANAGEMENT, INC.
HERBERT J SIMS CAPITAL MANAGEMENT, INC, formally registered with the SEC as HERBERT J SIMS CAPITAL MANAGEMENT, INC. The firm was established in 05/02/2022. They have over 5 offices throughout the country.
HERBERT J. SIMS CAPITAL MANAGEMENT, INC. is a Fairfield, Connecticut based Financial Planning firm with nearly $146,675,712 assets under management, offering retirement planning & investment advisory services to 333 clients. The firm is staffed with 30 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 134510 |
| SEC# | 801-124853 |
| Assets Managed by Firm | $146,675,712 |
| No. of Clients | 333 |
| No. of Advisors | 30 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 333 | $146,675,712 |
| Individuals (other than high net worth individuals) | 153 | $48,881,758 |
| High net worth individuals | 39 | $83,930,622 |
| Charitable organizations | 1 | $1,498,076 |
| Corporations or other businesses | 5 | $12,365,256 |
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|---|---|---|---|
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