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

RIASEC RegisteredEst. 1997

Total AUM

$213M

Discretionary

$213M

100% of AUM

Avg account

$541K

Accounts

394

Employees

Advisory reps

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 independent, corporation-structured registered investment adviser that has been SEC-registered since 1997. The firm serves both individual and family clients as well as institutional relationships and identifies itself as a capital allocator and advisor that selects outside managers when appropriate. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. The firm also lists accounting among its business activities. Fee arrangements are a mix of percentage-of-AUM, hourly fees and fixed-fee engagements. The firm does not identify itself as an active ESG investor and is not reported as a multistate adviser in the provided data.