Simco Financial
Firm details
- Headquarters
- Canandaigua, New York
- CRD number
- 336660
- Registered since
- July 30, 2025
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Simco Financial is structured as a limited liability company that identifies as an institutional registered investment adviser and functions as a capital allocator to third-party managers. The firm reports SEC registration in 2025 and is owned by an individual. Its stated client base is institutional, yet its advisory services also list portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fees are charged as a percentage of assets under management. Simco does not position itself as an ESG-focused investor and is not designated as a multi-state adviser.
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
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1
Marc Simmons
CEOCRD 2504488
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Canandaigua, NY
Ontario
Location
Canandaigua, NY
Headquartered in Canandaigua, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Ontario
- Address
- 2531 Rochester Rd
- Time zone
- ET (UTC-5)
- Office locations
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