Simmons Asset Management, LLC

Overview

Simmons Asset Management, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, offering portfolio management and financial planning services to individuals, small businesses and institutional/business clients. Its fee arrangement is primarily a percentage of assets under management, with some other fee arrangements noted. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. It is also not designated as a capital allocator, which aligns with its advisory focus rather than running pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives