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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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