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. is an independent registered investment adviser operating as a corporation and serving individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses, billing on a percentage-of-assets-under-management basis. Its corporate profile lists law-firm activity, suggesting the adviser may have a legal-practice background or serve a client base tied to legal professionals. Simmons Financial Services does not list itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.
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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