Cima Sports & Wealth Management Inc

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Lutz, Florida
CRD number
336646
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Jorge Diaz-druet

    Jorge Diaz-druet

    President, CCOCRD 6266447

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth