Benjamin
Zimmer
Herbert J. Sims Capital Management, Inc
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About this Advisor
Benjamin Zimmer is a financial advisor who works in Austin, Texas with 1 year of relevant experience. Zimmer is currently employed by Herbert J. Sims Capital Management, Inc. Throughout their career, they have worked at Steven Miura, Risk Paradigm Group, Tactical Allocation Group, First Place Service Group, Walsh College, Northwestern Mutual Investment Services LLC and Herbert J. Sims Capital Management, Inc. Zimmer holds a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Connecticut and Texas. Herbert J. Sims Capital Management, Inc is a registered investment firm that has its headquarters in Fairfield, CT. The firm has offices in five locations and a total of 32 employees. It handles $140 million in assets under management across its 272 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 272 client accounts, 18% are associated with high-net-worth investors who have greater than $1 million in investable assets. Herbert J. Sims Capital Management, Inc offers a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually vary depending on which services are offered. However, fee types charged by Herbert J. Sims Capital Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Herbert J. Sims Capital Management, Inc Brokerage Details
$139,907,606
32
272
$514,366
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Benjamin Zimmer Work History
Benjamin has been registered as a financial advisor for 1 years.*
Herbert J. Sims Capital Management, Inc
Steven Miura
Steven Miura
Northwestern Mutual Investment Services LLC
Risk Paradigm Group
Tactical Allocation Group
Walsh College
First Place Service Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Zimmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Herbert J. Sims Capital Management, Inc
Guaynabo, PR
Jupiter, FL
Red Bank, NJ
Fairfield, CT
Fairfield, CT
Fairfield, CT
Austin, TX
Red Bank, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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