J.E. Simmons & Co, P.C.

RIASEC Registered

Total AUM

$213M

Discretionary

$213M

100% of AUM

Avg account

$541K

Accounts

394

Employees

4

Advisory reps

4

Firm details

Headquarters: Dallas, Texas
CRD number: 108789
Registered since: August 8, 1997
Website: www.jesimmons.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals29.69%
Corporations / Businesses27.21%
Pension & Profit Sharing Plans24.04%
HNWI18.32%
Charitable Organizations0.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

J.E. Simmons & Co., P.C. is an independently owned RIA and accounting firm that serves individuals, families, businesses, and institutions. It has been registered with the SEC since 1997 and acts as a capital allocator. Its services include financial planning, portfolio management, pension consulting, and selecting other advisers. The firm charges percentage-of-assets, hourly, and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds78%
Exchange Traded Equities19%
Cash & Cash Equivalents2%
Private Funds1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 53

Active vs passive

$171M in ETFs

Passive

73%

$125M

Active

17%

$45.9M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$38M	49,637	22.27%

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Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area: Dallas-Fort Worth, TX-OK
Region: South
County: Dallas
Address: 15770 Dallas Pkwy
Time zone: CT (UTC-6)
Office locations

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