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Building 2THE SIMMONS PARTNERSHIP, INC

Map pinTOWSON, MD
Phone443-470-8000
NotebookSEC #801-79395
Total AUM
$216.5M
Employees
3
Clients
308

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
BOSLEY HALL
222 COURTHOUSE CT., SUITE 1A
TOWSON
MD 21204
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
443-470-8000

ReceiptFinancials

Total AUM
$216.5M
Accounts
869
Discretionary
$155M
Accounts
489
Non-Discretionary
$61.5M
Accounts
380

ContactClients

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Individual Clients
236
AUM
$57.8M
HNW Individual Clients
71
AUM
$157.3M
Corporation or Business Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDPATXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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