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J.E. SIMMONS & CO., P.C.
15770 N. Dallas Parkway
Suite 150
Dallas, Texas 75248
Tel: 972-404-1040
About J.E. SIMMONS & CO., P.C.
JE SIMMONS & CO, PC, formally registered with the SEC as JE SIMMONS & CO, PC. The firm was established in 08/08/1997. They have over 1 offices throughout the country.
J.E. SIMMONS & CO., P.C. is a Dallas, Texas based Financial Planning firm with nearly $149,477,726 assets under management, offering retirement planning & investment advisory services to 400 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108789 |
| SEC# | 801-54792 |
| Assets Managed by Firm | $149,477,726 |
| No. of Clients | 400 |
| No. of Advisors | 4 |
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
- Other (BUSINESS CONSULTING AND CERTIFIED PUBLIC ACCOUNTANT)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 400 | $149,477,726 |
| Individuals (other than high net worth individuals) | 329 | $82,932,436 |
| High net worth individuals | 17 | $27,179,915 |
| Pension and profit sharing plans | 5 | $1,322,470 |
| Charitable organizations | 10 | $978,237 |
| Corporations or other businesses | 39 | $37,064,668 |
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