Brennan
Sim

Capital United, LLC

CRD#6188818
Investment Advisor
in Hillsboro, OR

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About this Advisor

Brennan Sim is a financial advisor based in Hillsboro, Oregon, working with Capital United, LLC. Brennan has previously held positions at Capital United, LLC, Eb5 United, Baypointe Eb5 Regional Center, Northwestern Mutual, and Baypointe Eb-5 Rc. Brennan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Brennan is part of Capital United, LLC, which operates out of Hillsboro, Oregon. The firm has 3 offices and manages assets totaling $159.3 million. The services offered by the firm include portfolio management for pooled investment vehicles. The fee structure at Capital United, LLC includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Others

Office Location

5920 Ne Ray Circle Ste 180
Hillsboro, OR 97124

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Capital United, LLC Brokerage Details

Total Assets Under Management

$159,300,000

OR Average: $1,120,203,312
Total Number of Accounts

1

OR Average: 1,309
Average Account Size

$159,300,000

OR Average: $855,770

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Brennan Sim Work History

2018 - Present (6 years)

Capital United, LLC

2018 - Present (6 years)

Eb5 United

2018 - Present (6 years)

Eb5 United

2014 - Present (10 years)

Baypointe Eb-5 Rc

2016 - 2017 (1 year)

Baypointe Eb5 Regional Center

2013 - 2016 (3 years)

Northwestern Mutual

Disclosures

Please visit the SEC profile of Brennan Sim 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 Capital United, LLC

Brennan Sim
Hillsboro, OR
Tiffany Winkles
Hillsboro, OR

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