The Simmons Partnership, Inc.

The Simmons Partnership, Inc. (CRD# 156740) is a financial advisory firm headquartered in Towson, MD. They manage $147,221,008 in 956 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    956
    ACCOUNTS
  • Average Account Value
    $153,997
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
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.
Showing 1 - 1 of 1 top financial advisors.
1
James D. Simmons
CRD#: 3007867
Bosley Hall, 222 Courthouse Ct., Suite 1a, Towson, MD 21204

James Simmons (CRD# 3007867) is an Investment Advisor Representative working at The Simmons Partnership, Inc. in Towson, MD and has over 25 years of experience in the finance industry.

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