SIMMONS FINANCIAL SERVICES, INC.
Firm details
- Headquarters
- RICHMOND, Michigan
- CRD number
- 132218
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Simmons Financial Services, Inc. operates as an independent registered investment advisor, primarily serving individual and family clients. The firm is structured as a corporation and is owned by an individual. It focuses on providing financial planning services and portfolio management for individuals and small businesses. While the firm does not actively engage in environmental, social, and governance (ESG) investing, it has established itself as a reliable partner for clients seeking personalized financial guidance.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Contacts
1 of 1KENNETH SIMMONS
President & OwnerCRD 2572166
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RICHMOND, MI
MACOMB
Location
RICHMOND, MI
Headquartered in RICHMOND, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- MACOMB
- Address
- 68311 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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