S
CRD: 314723
Simmons Investment Management LLC
$21.0M Total AUM
$21.0M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-14-2021
- Office Locations
- 1
Office Locations
950 Spruce ST Suite 1F Louisville CO
About Simmons Investment Management LLC
Simmons Investment Management is a Louisville, CO-based fiduciary, fee-only RIA providing holistic financial planning and discretionary portfolio management for successful professionals and business owners nationwide. The firm does not sell products or take commissions or referral fees, and commonly custodies assets at Schwab. Led by Kyle Simmons, a former electrical engineer turned financial planner.
Team overview
-- AVG AGE
$21.0M AVG AUM / ADVISOR
$675.9K AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Kyle Simmons
Chief Compliance Officer, Financial Planner
- CRD
- #7006382
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,952,941 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,952,941 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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