Cima Financial

Overview

Cima Financial operates as a limited liability company that combines insurance brokerage with advisory work for individuals and small businesses. The firm is owned by an individual and is classified in public records as unclassified. Its documented advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, indicating a mix of direct client advice and manager selection. The firm uses multiple fee arrangements—percentage of assets under management, hourly charges, and fixed fees—which suggests flexibility in how it engages clients and packages services. Public data does not list the year Cima Financial first registered with the SEC. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser.

Investments & Alternatives

Location & Offices