RIA Intel›Advisers›Michigan›SIMMONS FINANCIAL SERVICES, INC.

SIMMONS FINANCIAL SERVICES, INC.

Advisory

RICHMOND, MI

Data as of Apr 21, 2023 · Source: SEC Form ADV

Average account

$41K

across 32 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 21, 2023.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

32 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

PLANPATH FINANCIAL, L.L.C.

MARQUETTE, MI

$1M

FULL BLOOM FINANCIAL, LLC

NORTHVILLE, MI

$1M

DISHOW WEALTH MANAGEMENT LLC

$1M

CIG ASSET MANAGEMENT, LLC

LANSING, MI

$1M

ALLEN J ROMAIN

$1M

CONKLIN FINANCIAL MANAGEMENT, LLC

$1M

Get the full picture on SIMMONS FINANCIAL SERVICES, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SIMMONS FINANCIAL SERVICES, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans