CRD: 156740
THE Simmons Partnership, INC
$216.5M Total AUM
$155.0M Disc. AUM
11.5% 3Y CAGR
3 Employees
616 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-27-2012
- Office Locations
- 1
Office Locations
Bosley Hall 222 Courthouse Ct., Suite 1A Towson MD
About THE Simmons Partnership, INC
The Simmons Partnership is a boutique fiduciary investment management firm in Towson, MD, providing conflict-free wealth management and financial planning. The team runs research-driven, actively managed portfolios and supports goals-based planning (retirement, estate, charitable and business succession). Portfolios commonly use ETFs and mutual funds and can be custodied at Charles Schwab.
Team overview
-- AVG AGE
$108.3M AVG AUM / ADVISOR
$351.5K AVG AUM / CLIENT
7.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
J
JAMES DARBY SIMMONS
Chief Compliance Officer, Partner, President
- CRD
- #3007867
- Ownership
- 75% or more
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Available
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R
RICCI LEE REBER
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- CRD
- #4528817
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,013,117 | $317,000 |
| Non-Discretionary | $61,529,375 | $161,919 |
| Total | $216,542,492 | $249,186 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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