THE SIMMONS PARTNERSHIP, INC

Bosley Hall
222 Courthouse Ct., Suite 1a
Towson, Maryland 21204
Tel: 443-470-8000

About THE SIMMONS PARTNERSHIP, INC

THE SIMMONS PARTNERSHIP, INC, formally registered with the SEC as THE SIMMONS PARTNERSHIP, INC. The firm was established in 04/09/2014. They have over 1 offices throughout the country.

THE SIMMONS PARTNERSHIP, INC is a Towson, Maryland based Financial Planning firm with nearly $154,349,434 assets under management, offering retirement planning & investment advisory services to 742 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156740
SEC#	801-79395
Assets Managed by Firm	$154,349,434
No. of Clients	742
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	742	$154,349,434
Individuals (other than high net worth individuals)	583	$68,966,163
High net worth individuals	156	$83,669,860
Pension and profit sharing plans	1	$162,661
Corporations or other businesses	2	$1,550,750

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BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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