Simonet Financial Group, LLC
Simonet Financial Group, LLC (CRD# 283561) is a financial advisory firm headquartered in Kyle, TX. They manage $1,678,209 in 37 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts37ACCOUNTS
Average Account Value$45,357
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
Billygram Simonet (CRD# 5866307) is an Investment Advisor Representative working at Simonet Financial Group, LLC in Kyle, TX and has over 7 years of experience in the finance industry. Billygram Simonet has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.