Karen
Degro
Herbert J. Sims Capital Management, Inc
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About this Advisor
Karen Degro is a financial advisor based in Boca Raton, Florida, working with Herbert J. Sims Capital Management, Inc. Karen has previously held positions at UBS Financial Services Inc, Herbert J. Sims Capital Management, and Herbert J. Sims & Co. Karen has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Karen is part of Herbert J. Sims Capital Management, Inc, which operates out of Boca Raton, Florida. The firm has 5 offices and 30 employees. The firm manages assets totaling $146.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Herbert J. Sims Capital Management, Inc includes asset-based fees.
Certifications and Registrations
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Office Location
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Herbert J. Sims Capital Management, Inc Brokerage Details
$146,675,712
30
333
$440,468
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Karen Degro Work History
Herbert J. Sims Capital Management
Herbert J. Sims & Co
Ubs Financial Services Inc
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Karen Degro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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