Overview
Assets Under Management: $217 million
Headquarters: TOWSON, MD
High-Net-Worth Clients: 71
Average Client Assets: $2.2 million
Frequently Asked Questions
THE SIMMONS PARTNERSHIP, 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 #156740), THE SIMMONS PARTNERSHIP, INC is subject to fiduciary duty under federal law.
THE SIMMONS PARTNERSHIP, INC is headquartered in TOWSON, MD.
THE SIMMONS PARTNERSHIP, INC serves 71 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, THE SIMMONS PARTNERSHIP, INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
THE SIMMONS PARTNERSHIP, INC manages $217 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, THE SIMMONS PARTNERSHIP, INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.65%
Average Client Assets: $2.2 million
Total Client Accounts: 869
Discretionary Accounts: 489
Non-Discretionary Accounts: 380
Regulatory Filings
CRD Number: 156740
Filing ID: 2075183
Last Filing Date: 2026-03-30 16:59:50