Assets Under Management
$186.8M
Number of Clients
221
Number of Advisors
38
Average Client AUM
$845K
AUM per Advisor
$4.9M
Compensation
Fee-Only (AUM)
Herbert J. Sims Capital Management, Inc. offers discretionary and limited-discretionary investment management programs. They analyze client information to recommend suitable Managed Portfolio Programs (MPP) comprised of mutual funds, ETFs, and ETNs. Clients can impose reasonable investment restrictions. Financial planning reports are available upon request for a fee.
2150 Post Road, Suite 301, Fairfield, CT, 06824