Overview
Assets Under Management: $205 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 283
Average Client Assets: $0.5 million
Frequently Asked Questions
SIMMONS FIRST INVESTMENT GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #47439), SIMMONS FIRST INVESTMENT GROUP, INC. is subject to fiduciary duty under federal law.
SIMMONS FIRST INVESTMENT GROUP, INC. is headquartered in LITTLE ROCK, AR.
SIMMONS FIRST INVESTMENT GROUP, INC. serves 283 high-net-worth clients according to their SEC filing dated April 25, 2018. View client details ↓
According to their SEC Form ADV, SIMMONS FIRST INVESTMENT GROUP, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SIMMONS FIRST INVESTMENT GROUP, INC. manages $205 million in client assets according to their SEC filing dated April 25, 2018.
According to their SEC Form ADV, SIMMONS FIRST INVESTMENT GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 283
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.97%
Average Client Assets: $0.5 million
Total Client Accounts: 868
Discretionary Accounts: 487
Non-Discretionary Accounts: 381
Regulatory Filings
CRD Number: 47439
Filing ID: 1212743
Last Filing Date: 2018-04-25 15:08:00