Simmons Capital Group

Simmons Capital Group (CRD# 281122) is a financial advisory firm headquartered in Halfmoon, NY. They manage $118,428,834 in 829 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    829
    ACCOUNTS
  • Average Account Value
    $142,857
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NH, NY, PA, VA

Financial Advisors at Simmons Capital Group
No Advisor Found.
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