Cimarron Wealth Management, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities6%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Harry Ward
Managing DirectorCRD 4696147
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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