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Saling, Simms, Associates Inc.
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Columbus, Ohio
$138.6 million AUM
1 office

Saling, Simms, Associates Inc. is based in Columbus, Ohio and has $138.6 million in assets under management.

Location
7965 North High Street Suite 130
Columbus, OH 43235
$138.6 million
AUM
6
Employees
AUM Share
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$138,602,882
Assets under management
585 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 93 $48,929,383 35% $526,122
High net worth individuals 42 $42,792,419 31% $1,018,867
Pension and profit sharing plans Fewer than 5 clients $1,058,760
Charitable organizations Fewer than 5 clients $260,320
Employees Share
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6
Employees
3
Investment analysts
50% of total employees
AUM per employee Share
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$138,602,882
Assets under management
$23,100,480
AUM per employee
$46,200,961
AUM per investment analyst
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Compensation

Saling, Simms, Associates Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Third party advisor/manager fees
Services offered

Saling, Simms, Associates Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Model portfolio as erisa 3(21) fiduciary
Business activities
  • Registered representative of a broker-dealer
  • Insurance broker or agent
Firm data Share
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CRD number 119,810
SEC number 801-80114
Legal structure Corporation
Legal governance Ohio, United States
Latest ADV filing date March 30, 2019

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