Sima Retirement Solutions, LLC

RIASEC RegisteredEst. 2024
Total AUM
Avg account
$0
Accounts
0
Employees
6
Advisory reps
5

Firm details

Headquarters
Richmond, Virginia
CRD number
286030
Registered since
November 20, 2024
Fee structure
Hourly Charges, Other
Services
Pension Consulting

Firm profile

FINTRX

Overview

Sima Retirement Solutions, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm identifies as owned by a domestic entity and an individual and is disclosed as a related adviser to at least one other advisory entity. Its stated advisory activity centers on pension consulting services, and the firm lists active ESG investing as part of its orientation. The firm's fee approach is non‑asset based, using hourly charges and other non‑standard fee arrangements rather than typical AUM fees. The dataset also flags industry affiliations with an investment adviser, an accounting firm, and an insurance company, which suggests Sima Retirement Solutions operates within a network of professional-service partners rather than as a standalone capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Mark Jones

    Mark Jones

    Founder & Chief Exceutive OfficerCRD 2952463

Contacts

3 of 4
  • Shengyi Mao

    Shengyi Mao

    Client Services AssociateCRD 7833568

  • Jennifer Betz

    Jennifer Betz

    PartnerCRD 5153751

  • Colton Jones

    Colton Jones

    Operations SpecialistCRD 7971607

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Richmond, VA

Richmond City

Location

Richmond, VA

Headquartered in Richmond, VA, in the South of the United States.

Region
South
County
Richmond City
Address
1912 E Broad St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth