SIMS CAPITAL MANAGEMENT LLC

225 E. Mason Street
Suite 802
Milwaukee, Wisconsin 53202
Tel: (414) 765-1107

About SIMS CAPITAL MANAGEMENT LLC

SIMS CAPITAL MANAGEMENT LLC, formally registered with the SEC as SIMS CAPITAL MANAGEMENT LLC. The firm was established in 01/12/2007. They have over 1 offices throughout the country.

SIMS CAPITAL MANAGEMENT LLC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $56,014,915 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129398
SEC#	801-67455
Assets Managed by Firm	$56,014,915
No. of Clients	17
No. of Advisors	2

Fee Structure

A percentage of AUM
Other (MINIMUM ANNUAL FEE)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	17	$56,014,915
Individuals (other than high net worth individuals)	16	$10,234,891

More Retirement Planning firms in Milwaukee, Wisconsin:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	$151,331,807,781	259	503
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14
FIDUCIARY MANAGEMENT, INC. 790 N. Water Street, Suite 2100 Milwaukee, WI, 53202	$14,936,427,714	769	26

Explore More Retirement Advisors in Milwaukee, Wisconsin

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.