SIMMONS FINANCIAL SERVICES, INC.

SIMMONS FINANCIAL SERVICES, INC. of RICHMOND, MI is an SEC-registered investment adviser (CRD 132218). Regulatory assets under management: $1.3M.

Registration

• CRD: 132218
• Type: Registered investment adviser
• Location: 68311 MAIN ST., RICHMOND, MI, 48062
• Phone: 586-727-1727
• Latest filing: 2023-04-21
• Regulatory AUM: $1.3M
• Discretionary AUM: $1.3M
• Clients: 2
• Accounts: 32

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132218 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search