$17MM AUM | $180,000 GDC in Cincinnati, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Cincinnati, OH, US
Fee 0% Commission 100%
Gross Revenue
$180,000.00
# of Accounts
240
Avg Client Age
45
Overview

Sims Investment Management is an independent RIA that started in 2013 and manages over 17 million in assets. Clients mostly individuals, with a few high net worth and 401(k) plans. I am interested in potentially working at buying a practice or book of business, or merging to help an established firm firm up their succession plan.

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