SIMS INVESTMENT MANAGEMENT LLC

3322 Erie Ave.
Suite 200
Cincinnati, Ohio 45208
Tel: 513-278-7467

About SIMS INVESTMENT MANAGEMENT LLC

SIMS INVESTMENT MANAGEMENT LLC, formally registered with the SEC as SIMS INVESTMENT MANAGEMENT LLC. The firm was established in 01/13/2022. They have over 3 offices throughout the country.

SIMS INVESTMENT MANAGEMENT LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $245,920,179 assets under management, offering retirement planning & investment advisory services to 1752 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169491
SEC#	801-123034
Assets Managed by Firm	$245,920,179
No. of Clients	1752
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	1752	$245,920,179
Individuals (other than high net worth individuals)	1685	$139,007,137
High net worth individuals	31	$100,953,051
Pension and profit sharing plans	34	$4,025,520
Corporations or other businesses	2	$1,934,471

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MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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