Saling Simms Associates

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Saling Simms Associates — overview

Assets Under Management

Type

Wealth Manager

Location

Columbus, OH, US

Alternative Asset Classes

-

About

Established in 1983, Saling Simms Associates is a wealth manager and registered investment advisor based in Columbus, Ohio. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. Its services include financial planning, income tax planning, estate planning, insurance planning, retirement planning, capital needs planning, asset management, and portfolio management. The wealth manager advises individuals and high-net-worth individuals, corporate defined-contribution and defined benefit plans, charitable institutions, and foundations. In April 2024, Steward Partners Global Advisory acquired Saling Simms Associates.

Saling Simms Associates - known decision makers (2)

Contact NamePositionLocationEmailTelephoneAsset Class
President Columbus, USGEN
Executive Vice President & Chief Compliance OfficerColumbus, USGEN

Showing 2 of 2 known decision makers Saling Simms Associates

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