Cima Sports & Wealth Management Inc
Firm details
- Headquarters
- Lutz, Florida
- CRD number
- 336646
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cima Sports & Wealth Management Inc. is organized as a corporation with individual ownership. The firm’s advisory activity centers on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include both a percentage-of-AUM component and fixed fees. FINTRX classifies the firm as unclassified and does not list it as a capital allocator or a multi-state adviser. The firm is not identified as an active ESG investor, nor is it listed as a pension consultant or related adviser. FINTRX records an industry affiliation with accountants, which suggests coordination with tax or accounting professionals may be part of how the firm serves clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Jorge Diaz-druet
President, CCOCRD 6266447
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lutz, FL
Hillsborough
Location
Lutz, FL
Headquartered in Lutz, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 25200 Sawyer Francis Ln
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SCS Asset Management, Inc
RIALutz, FL
PFG Private Wealth Management, LLC
RIALutz, FL
Edmp, Inc.
RIALutz, FL
Dipaolo Financial Group, Inc.
RIALutz, FL
Fundamental Investment Alliance Group, Inc.
RIALutz, FL
Taylor & Williams, Inc.
RIALutz, FL