Herbert J. Sims & Co, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
90
Avg account
$0

Firm details

Headquarters
Fairfield, Connecticut
CRD number
3420
Registered since
February 28, 1946
Website
hjsims.com

Firm profile

FINTRX

Overview

Herbert J. Sims & Co., Inc. is organized as a corporation and is classified in the dataset as an investment bank. Ownership is listed as a mix of a domestic entity and individual owners. The firm is not identified as a capital allocator and is not flagged as an active ESG investor, pension consultant, related adviser, or multi-state adviser. The dataset does not include information on fee schedules, client segments, or specific advisory activities.

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

1 of 1
  • Valerie Hebert

    Valerie Hebert

    Chief Compliance OfficerCRD 4007252

Contacts

3 of 89
  • Philip Pike

    Investment AdvisorCRD 5695273

  • Clifford Edelmann

    Clifford Edelmann

    Senior Vice PresidentCRD 5856311

  • Michael Golembiesky

    Michael Golembiesky

    Senior VPCRD 4498169

Unlock 86 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fairfield, CT

Fairfield

Location

Fairfield, CT

Headquartered in Fairfield, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
2150 Post Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth