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
Simonet Financial Group, LLC
By the Numbers
-
Total Assets Under Management23MILLION
-
Total Number of Accounts175ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Simonet Financial Group, LLC
1
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.
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