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J.E. SIMMONS & CO., P.C.
DALLAS, TX
972-404-1040
SEC #801-54792Total AUM
$213.1M
Employees
4Clients
394Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
15770 N. DALLAS PARKWAY
SUITE 150
DALLAS
TX 75248
United States
SUITE 150
DALLAS
TX 75248
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
972-404-1040
Financials
Total AUM
$213.1M
Accounts
394Discretionary
$213.1M
Accounts
394Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
284AUM
$63.3M
HNW Individual Clients
24AUM
$39M
Pension/Profit Sharing Plan Clients
21AUM
$51.2M
Charitable Organization Clients
15AUM
$1.6M
Corporation or Business Clients
50AUM
$58M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
BUSINESS CONSULTING AND CERTIFIED PUBLIC ACCOUNTANT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MINCTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.