Sima Retirement Solutions, LLC
● SEC registered since 2024CRD 286030SEC# 801-131493North Chesterfield, VA
Reg. AUM
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Employees
6
Accounts
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Location
North Chesterfield, VA
Sima Retirement Solutions, LLC assets under management
Sima Retirement Solutions, LLC operates as an SEC-registered investment adviser based in North Chesterfield, VA. The firm has been registered since 2024. It employs 6 people.
Sima Retirement Solutions, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Allen Jones Control | Managing Member/Cco | Under 5% | 2016 |
| Sima Financial Group, Inc. Control | Owner | Over 75% | 2016 |
| Mark Allen Jones Control | President | Over 75% | 1990 |
Frequently asked questions
How many employees does Sima Retirement Solutions, LLC have?
Sima Retirement Solutions, LLC reports 6 employees.
Where is Sima Retirement Solutions, LLC located?
Sima Retirement Solutions, LLC is based in North Chesterfield, VA and has been SEC-registered since 2024.
Does Sima Retirement Solutions, LLC disclose fund performance?
Sima Retirement Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 720 Moorefield Park Drive, Suite 140, North Chesterfield, VA 23235 |
| Phone | 804-285-5700 |
| Fax | 804-285-5656 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 56%
More than 44% of 16,825 advisers