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 and corporation that has been operating since 1997. The firm is owned by an individual and positions itself as a capital allocator to both individual/family and institutional clients. Its documented advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services, and the selection of other advisers. The firm also lists accounting as a business activity. Fee arrangements are flexible: the firm may charge a percentage of assets under management as well as hourly or fixed fees depending on the engagement. J.E. Simmons & Co., P.C. does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser.