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Benjamin John Zimmer

Herbert J. Sims Capital Management, Inc.

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About Benjamin John Zimmer

Benjamin Zimmer is a financial professional with over 15 years of experience in the industry. Benjamin is registered with Herbert J. Sims Capital Management, Inc. in Texas and Connecticut. He specializes in portfolio management for individuals and selection of other advisors. Benjamin has experience working with a variety of clients including high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.

Firm Information

Benjamin Zimmer is currently registered with Herbert J. Sims Capital Management, Inc.. Herbert J. Sims Capital Management, Inc. is an investment advisor based in Fairfield, Connecticut. The firm provides portfolio management for individuals and businesses, as well as selection of other advisors. They manage over $146 million in assets for 333 clients, including high-net-worth individuals, charitable organizations, corporations, and individuals. They also participate in wrap fee programs.
Herbert J. Sims Capital Management, Inc.

2150 POST ROAD

FAIRFIELD, CT 06824

$146.68M

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Zimmer’s Registration & Firm History

TX

04/04/2022 - Present

Herbert J. Sims Capital Management, Inc. (Austin TX)

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Licenses & Designations

IA

Issued 06/14/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin John Zimmer.
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