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Building 2SIMMONS CAPITAL GROUP

Map pinHALFMOON, NY
Phone(518) 406-5624
NotebookSEC #801-106746
Total AUM
$213M
Employees
11
Clients
463

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
139 MEYER ROAD
HALFMOON
NY 12065
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
(518) 406-5624
Other Offices
5

ReceiptFinancials

Total AUM
$213M
Accounts
463
Discretionary
$213M
Accounts
463
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
397
AUM
$99.8M
HNW Individual Clients
53
AUM
$108.2M
Charitable Organization Clients
12
AUM
$4.9M
Corporation or Business Clients
1
AUM
$47.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAMAMDNCNHNJNYOHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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