CIMA SPORTS & WEALTH MANAGEMENT INC

Overview

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.

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Location & Offices