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Sima Retirement Solutions, LLC

● SEC registered since 2024CRD 286030SEC# 801-131493North Chesterfield, VA
Export (members)
Reg. AUM
Employees
7
Accounts
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 7 people.

Sima Retirement Solutions, LLC owners & executives

3 reported
NameTitleOwnershipSince
Mark Allen Jones ControlManaging Member/CcoUnder 5%2016
Sima Financial Group, Inc. ControlOwnerOver 75%2016
Mark Allen Jones ControlPresidentOver 75%1990

Frequently asked questions

How many employees does Sima Retirement Solutions, LLC have?

Sima Retirement Solutions, LLC reports 7 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

Address720 Moorefield Park Drive, Suite 140, North Chesterfield, VA 23235
Phone804-285-5700
Fax804-285-5656
Office hours8:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo