HERBERT J. SIMS CAPITAL MANAGEMENT, INC.

FAIRFIELD, Connecticut·5 registered advisors·CRD# 134510
SEC# 801-1248535203-418-9000
01

Firm Overview

AUM
$147M
Regulatory assets under management
Employees
30
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at HERBERT J. SIMS CAPITAL MANAGEMENT, INC.

5 registered advisors
Jason Howard Diamond
FAIRFIELD, Connecticut
John William Koene
FAIRFIELD, Connecticut
Jonathan David Jarow
FAIRFIELD, Connecticut
Valerie Hebert
FAIRFIELD, Connecticut
William Barnett Sims
FAIRFIELD, Connecticut
05

Office Locations

FAIRFIELD, Connecticut
5 advisors

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Data sourced from SEC Form ADV filings. HERBERT J. SIMS CAPITAL MANAGEMENT, INC. (CRD# 134510) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.