Cima Sports & Wealth Management Inc
Firm details
- Headquarters
- Lutz, Florida
- CRD number
- 336646
- Website
- cimasports.com
- 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 under individual ownership that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm reports a fee schedule that includes both a percentage of assets under management and fixed-fee arrangements. FINTRX indicates the adviser is not an active ESG investor, is not a multistate adviser, and is not classified as a capital allocator in the platform’s taxonomy. Regulatory details such as SEC registration year and broader client segmentation are not reported in the available data. The firm lists an industry affiliation with an accountant, which suggests access to tax or accounting expertise as part of its advisory capability.
Assets & Accounts
Investments & Alternatives
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
Dipaolo Financial Group, Inc.
RIALutz, FL
Edmp, Inc.
RIALutz, FL
PFG Private Wealth Management, LLC
RIALutz, FL
SCS Asset Management, Inc
RIALutz, FL
Fundamental Investment Alliance Group, Inc.
RIALutz, FL
Taylor & Williams, Inc.
RIALutz, FL