Simonet Financial Group, LLC

Simonet Financial Group, LLC (CRD# 283561) is a financial advisory firm headquartered in Kyle, TX. They manage $22,755,384 in 175 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1300 Dacy Lane, Ste# 230, Kyle, TX 78640
https://simonetfinancial.com/
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $130,031
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Simonet Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Billygram Simonet, financial advisor Kyle TX
Billygram Simonet
CRD#: 5866307
1300 Dacy Lane, Ste# 230, Kyle, TX 78640

Billygram Simonet (CRD# 5866307) is an Investment Advisor Representative working at Simonet Financial Group, LLC in Kyle, TX and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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