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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-20-2016
- Office Locations
- 1
Office Locations
About Simonet Financial Group, LLC
Simonet Financial Group is a Texas-based RIA offering personal financial planning, ongoing money management, and corporate planning for business owners (cash flow, retirement, exit/succession) and individuals across wealth stages. The firm uses a long-term, goals- and risk-aligned approach with strategic investment oversight, often implemented with ETFs and public funds. Custody includes Schwab and Fidelity; the team is featured in outlets such as Investopedia.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BILLYGRAM SIMONET
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5866307
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Max Henry Diefenthaler
--
- CRD
- #7980761
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,612,402 | -- |
| Non-Discretionary | $2,236,481 | -- |
| Total | $22,848,883 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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