Benjamin
Sims
The Coury Firm
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About this Advisor
Benjamin Sims is a financial advisor based in Pittsburgh, Pennsylvania, working with The Coury Firm. Benjamin has previously held positions at The Ayco Company, L.P./Mercer Allied, Ayco/Goldman Sachs & Co. LLC, and The Coury Firm. Benjamin has passed the Series 66 regulatory exam and is registered to provide services in California, Delaware, Pennsylvania, and West Virginia. Currently, Benjamin is part of The Coury Firm, which operates out of Pittsburgh, Pennsylvania. The firm has one office and 24 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at The Coury Firm includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Coury Firm Brokerage Details
$1,141,821,346
24
866
$1,318,500
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Benjamin Sims Work History
The Coury Firm
Ayco/Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
Disclosures
Please visit the SEC profile of Benjamin Sims 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 The Coury Firm
Pittsburgh, PA
Pittsburgh, PA
Los Angeles, CA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
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