The Simmons Partnership, Inc.
The Simmons Partnership, Inc. (CRD# 156740) is a financial advisory firm headquartered in Towson, MD. They manage $154,349,434 in 742 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management154MILLION
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Total Number of Accounts742ACCOUNTS
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Average Account Value$208,018
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
Registered Investment Advisor
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.
1
James Simmons (CRD# 3007867) is an Investment Advisor Representative working at The Simmons Partnership, Inc. in Towson, MD and has over 26 years of experience in the finance industry.
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