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SIMA WEALTH PARTNERS, LLC
SIMA WEALTH PARTNERS, LLC
NORTH CHESTERFIELD, Virginia
·
1 registered advisor
·
CRD# 159943
SEC# 801-130711
0
804-285-5700
01
Firm Overview
AUM
$136M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SIMA WEALTH PARTNERS, LLC
1 registered advisor
Jennifer Monahan Betz
NORTH CHESTERFIELD, Virginia
CRD# 5153751
05
Office Locations
NORTH CHESTERFIELD, Virginia
1 advisor
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Data sourced from SEC Form ADV filings. SIMA WEALTH PARTNERS, LLC (CRD# 159943) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.