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HERBERT J. SIMS CAPITAL MANAGEMENT, INC.

UUIDe9ebbcbf-f385-560f-8e5f-f9249ab6a9ba
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 134510 134510 1.0
sec_file_number 801-124853 801-124853

Profile

Websitehttps://www.facebook.com/herbertjsims/
HQ CityFAIRFIELD
HQ StateCT
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)186,784,367.0
  • RAUM (discretionary)152,532,858.0
  • Actionable assets127,027,995.0
  • Accounts374.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM1,875,541.0
  • HNW AUM108,101,139.0

As of 2025-06-10 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.