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J.E. SIMMONS & CO., P.C.
CRD 108789 · SEC 801-54792
15770 N. DALLAS PARKWAY, SUITE 150, DALLAS, TX, 75248, United States
Phone
972-404-1040
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$213.1M
Discretionary AUM
$213.1M
Team
4 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersBUSINESS CONSULTING AND CERTIFIED PUBLIC ACCOUNTANT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 284 | $63.3M |
| High net worth individuals | 24 | $39.0M |
| Pension/profit sharing plans | 21 | $51.2M |
| Charitable organizations | 15 | $1.6M |
| Corporations/business entities | 50 | $58.0M |
States served
MI, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD