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
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