Ryan
Atkins
Sims Investment Management LLC
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About this Advisor
Ryan Atkins is a financial advisor based in Cincinnati, Ohio with 2 years of industry experience. Atkins currently works for Sims Investment Management LLC. During their career, Atkins has held roles at Retail Center Management, Binturong Books and Sims Investment Management, LLC. Atkins holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Ohio. Sims Investment Management LLC is an advisory business that has its headquarters in Cincinnati, OH. The company has offices in two locations and just five employees. It handles $140 million in assets across its 1,374 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,374 accounts, just 14% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Sims Investment Management Llc provides portfolio management for individuals and small businesses. A financial advisor's fees are based on which services the firm provides the client. However, fees billed by Sims Investment Management LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sims Investment Management LLC Brokerage Details
$140,041,875
5
1,374
$101,923
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Ryan Atkins Work History
Ryan has been registered as a financial advisor for 2 years.*
Sims Investment Management, LLC
Binturong Books
Retail Center Management
*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 Ryan Atkins 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 Sims Investment Management LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Hillsboro, OH
Cincinnati, OH
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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