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Jennifer Monahan Betz

SIMA WEALTH PARTNERS, LLC·NORTH CHESTERFIELD, Virginia
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720 MOOREFIELD PARK DRIVE, NORTH CHESTERFIELD, VA 23236CRD# 5153751Firm CRD# 159943
01

About

Jennifer Monahan Betz is a registered financial advisor based in NORTH CHESTERFIELD, Virginia, affiliated with SIMA WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SIMA WEALTH PARTNERS, LLC
SIMA WEALTH PARTNERS, LLC
AUM
$136M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SIMA WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5153751
Firm CRD# 159943
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Monahan Betz offer?
Jennifer Monahan Betz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH CHESTERFIELD, Virginia for a consultation.
What are Jennifer Monahan Betz's credentials?
Jennifer Monahan Betz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Monahan Betz located?
Jennifer Monahan Betz is based in NORTH CHESTERFIELD, Virginia, working with SIMA WEALTH PARTNERS, LLC. Their office serves clients in the NORTH CHESTERFIELD metropolitan area and surrounding communities.
How does Jennifer Monahan Betz charge for services?
Jennifer Monahan Betz'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 SIMA WEALTH PARTNERS, LLC?
SIMA WEALTH PARTNERS, LLC has approximately 7 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NORTH CHESTERFIELD
Kevin Patrick Deckert — DECKERT FINANCIAL MANAGEMENT INCMark Allen Jones — SIMA RETIREMENT SOLUTIONS, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
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