Assets Under Management
$103.6M
Number of Clients
23
Number of Advisors
3
Average Client AUM
$4.5M
AUM per Advisor
$34.5M
Compensation
Fee-Only (AUM)
SIM offers investment advisory services to individuals, high net worth individuals, trusts, estates, organizations, corporations, businesses, charitable organizations, and insurance companies. They provide customized investment advisory solutions through regular personal contact and discretionary investment management.
3000 Westchester Avenue, Suite 206, Purchase, NY, 10577-2524