Unclaimed Profile

Bradley Ross Sims

RETIREMENT FUND MANAGEMENT, LLC·ATLANTA, Georgia

SIE, Series 6, Series 63, Series 65Clean record13 years registeredRETIREMENT FUND MANAGEMENT, LLC

FIVE CONCOURSE PARKWAY, ATLANTA, GA 30328-7106CRD# 5125825Firm CRD# 126573

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bradley Ross Sims · ATLANTA, GA

Registration

CRD #5125825 · RETIREMENT FUND MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

IMA ADVISORY SERVICES, INC.

Jun 2024 – present

TRANSAMERICA RETIREMENT ADVISORS, LLC

Mar 2020 – May 2024

Roswell, GA

RETIREMENT FUND MANAGEMENT

Oct 2017 – Feb 2020

ATLANTA, GA

ACG WEALTH, INC.

Nov 2012 – Sep 2017

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · November 29, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RETIREMENT FUND MANAGEMENT, LLC

CRD 126573 · SEC 801-69594

AUM

$693M

Regulatory assets under management

Employees

10 client accounts

Services offered by RETIREMENT FUND MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at RETIREMENT FUND MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Bradley Ross Sims offer?

Bradley Ross Sims specializes in Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Bradley Ross Sims's credentials?

Bradley Ross Sims is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bradley Ross Sims located?

Bradley Ross Sims is based in ATLANTA, Georgia, working with RETIREMENT FUND MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Bradley Ross Sims charge for services?

Bradley Ross Sims's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RETIREMENT FUND MANAGEMENT, LLC?

RETIREMENT FUND MANAGEMENT, LLC has approximately 4 employees and manages $693M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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