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.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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