Sima Retirement Solutions, LLC
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 286030
- Registered since
- November 20, 2024
- Website
- simafinancialgroup.com
- Fee structure
- Hourly Charges, Other
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Sima Retirement Solutions, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm identifies as owned by a domestic entity and an individual and is disclosed as a related adviser to at least one other advisory entity. Its stated advisory activity centers on pension consulting services, and the firm lists active ESG investing as part of its orientation. The firm's fee approach is non‑asset based, using hourly charges and other non‑standard fee arrangements rather than typical AUM fees. The dataset also flags industry affiliations with an investment adviser, an accounting firm, and an insurance company, which suggests Sima Retirement Solutions operates within a network of professional-service partners rather than as a standalone capital allocator.
Assets & Accounts
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
Owners & executives
1 of 1
Mark Jones
Founder & CEOCRD 2952463
Contacts
3 of 4
Jennifer Betz
PartnerCRD 5153751

Heather Voight
Director of Wealth ManagementCRD 6708997
Shengyi Mao
Client Services AssociateCRD 7833568
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Richmond, VA
Richmond City
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Richmond City
- Address
- 1912 E Broad St
- Time zone
- ET (UTC-5)
- Office locations
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