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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-12-2010
- Office Locations
- 1
Office Locations
About Simmons Asset Management, LLC
Simmons Asset Management (Simmons Strategy) is a Baton Rouge, LA RIA serving retail clients with risk-aware portfolio management and customized long-term planning. The firm emphasizes asset allocation and market-condition tilts to help buffer unexpected volatility while participating in favorable environments, and builds portfolios primarily with ETFs. Offers ongoing investment management alongside financial planning, including tax and estate planning support.
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Owner & Executives
MARK RANDOLPH SIMMONS
Chief Compliance Officer, President
- CRD
- #4510585
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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