Cimas, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Albany, New York
CRD number
132263
Registered since
November 2, 2004

Firm profile

FINTRX

Overview

Cimas, LLC is organized as a limited liability company and is individually owned. Public snapshot data classifies the firm as unclassified and indicates a relatively limited public footprint: it is not identified as a capital allocator, is not flagged as an active ESG investor, and is not a pension consultant. The firm is also not designated as a multi-state adviser and is listed as not newly formed.

Assets & Accounts

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Albany, NY

Albany

Location

Albany, NY

Headquartered in Albany, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
Albany
Address
30 S Pearl St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth