Cimarron Wealth Management, LLC

RIASEC Registered
Total AUM
$10.6M
Discretionary
$10.6M
100% of AUM
Avg account
$1.3M
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
226561
Custodians
FIRST CLEARING, LLC
Fee structure
Percentage of AUM
Client types
  • HNWI98.5%
  • Individuals1.5%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Cimarron Wealth Management, LLC is a small, privately held investment advisory firm that serves individual and family clients, as well as a small-business segment. The firm operates on a percentage-of-assets-under-management fee model and focuses on discretionary portfolio management for individuals and small businesses. Cimarron is organized as a limited liability company and is owned by an individual principal. It does not report active ESG investing, does not identify as a multi-state adviser, and is not classified as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Exchange Traded Equities 6%, Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 4%84%
  • Public Funds/Mutual Funds84%
  • Exchange Traded Equities6%
  • Investment Grade Corp Bonds6%
  • Cash & Cash Equivalents4%

Contacts

1 of 1
  • Harry Ward

    Harry Ward

    Managing DirectorCRD 4696147

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth