SIMMONS CAPITAL GROUP

139 Meyer Road
Halfmoon, New York 12065
Tel: (518) 406-5624

About SIMMONS CAPITAL GROUP

SIMMONS CAPITAL GROUP, formally registered with the SEC as SIMMONS CAPITAL GROUP. The firm was established in 10/13/2015. They have over 2 offices throughout the country.

SIMMONS CAPITAL GROUP is a Halfmoon, New York based Financial Planning firm with nearly $211,495,597 assets under management, offering retirement planning & investment advisory services to 1443 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281122
SEC#	801-106746
Assets Managed by Firm	$211,495,597
No. of Clients	1443
No. of Advisors	7

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
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1443	$211,495,597
Individuals (other than high net worth individuals)	452	$98,858,401
High net worth individuals	56	$101,664,410
Charitable organizations	30	$10,972,786

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MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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