The Simmons Partnership, Inc.
The Simmons Partnership, Inc. (CRD# 156740) is a financial advisory firm headquartered in Towson, MD. They manage $154,349,434 in 742 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management154MILLION
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Total Number of Accounts742ACCOUNTS
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Average Account Value$208,018
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MD, PA, TX, VA
Financial Advisors at The Simmons Partnership, Inc.
1
James Simmons (CRD# 3007867) is an Investment Advisor Representative working at The Simmons Partnership, Inc. in Towson, MD and has over 26 years of experience in the finance industry.
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