J.E. SIMMONS & CO., P.C.

RIASEC RegisteredEst. 1997

Total AUM

$213M

Discretionary

$213M

100% of AUM

Avg account

$541K

Accounts

394

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 108789
Registered since: August 8, 1997
Website: www.jesimmons.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals29.69%
Corporations / Businesses27.21%
Pension & Profit Sharing Plans24.04%
HNWI18.32%
Charitable Organizations0.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

J.E. Simmons & Co, P.C. is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm combines accounting practice activity with advisory services and positions itself as a capital allocator that works with both individuals/families and institutional clients. Its advisory menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Fee arrangements are mixed: percentage of AUM, hourly charges, and fixed fees are all used. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.