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THE SIMMONS PARTNERSHIP, INC
CRD 156740 · SEC 801-79395
BOSLEY HALL, 222 COURTHOUSE CT., SUITE 1A, TOWSON, MD, 21204, United States
Phone
443-470-8000
Fax
410-337-0044
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$216.5M
Discretionary AUM
$155.0M
Team
3 total employees; 2 advisory reps; 308 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 236 | $57.8M |
| High net worth individuals | 71 | $157.3M |
| Corporations/business entities | 1 | $1.5M |
States served
CA, MD, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD