CIMAS, LLC
Firm details
- Headquarters
- ALBANY, New York
- CRD number
- 132263
- Registered since
- November 2, 2004
- Website
- www.cima-inc.com
Firm profile
FINTRXOverview
Cimas, LLC is organized as a limited liability company and has been an SEC-registered investment adviser since 2004. The firm is owned by an individual and is listed in the data as an unclassified adviser. The record indicates Cimas is not a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser; it is also not identified as a pension consultant or a related adviser. The provided dataset does not include descriptions of the firm’s client segments, fee schedules, advisory products, or specific investment philosophies. Those elements—such as target client types, discretionary versus nondiscretionary mandates, and portfolio construction approach—were not disclosed in the supplied information.
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
Owners & executives
1 of 1KEVIN CURRAN
Co-CEO and CIOCRD 2877993
Contacts
3 of 4Derek Gray
Relationship ManagerCRD 4897218
AUDRA HIGGINS
Business Operations ManagerCRD 5654262
THOMAS CURRAN
FounderCRD 59035
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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