DBA: SIMCO FINANCIAL
| Total AUM | $26.0M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $26.0M |
| Client Accounts | 24 |
| Avg Account Size | $1.1M |
| Employees | 1 |
| Peak AUM | $26.0MMar 2026 |
Total AUM
$26M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $26M | — | — | — | — |
| Non-Disc. AUM | $26M | — | — | ||
| Total AUM | $26.0M |
| Discretionary | $0 |
| Employees | 1 |
| Client Accounts | 24 |
| Client Range | 0 |
Address
2531 ROCHESTER ROAD
CANANDAIGUA NY 14424
Phone
(585) 750-2818
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$26M
100.0% of AUM
No related registrations reported
— |
| Total Accounts | 24 | — | — | — | — |
| Avg Account Size | $1M | — | — | — | — |
| Employees | 1 | 0.0% | — | — | — |
| AUM / Employee | $26M | — | — | — | — |
Client AUM Segments | |||||
| Institutional AUM | $26M | — | — | — | — |
Client Count Segments | |||||
| Institutional | 24 | — | — | — | — |