Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
700 clients
Average Client Portfolio
$328K average
Assets Under Management
$229.3M

Fee Structure

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Location

251 E. Hempstead, Giddings, TX, 78942

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Craig owns Sims & Co., a CPA firm, since 1995. This non-investment related activity takes nearly full-time hours, especially during tax season.

Employment History
Current Registrations
Westpark Wealth Advisors, INC.
March 2019 - Present · 6 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Craig Loran Sims - Financial Advisor | TrueAdvisor