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SIMMONS CAPITAL GROUP
AIFG CONSULTANTS LTD.
CRD 281122 · SEC 801-106746
139 MEYER ROAD, HALFMOON, NY, 12065, United States
Phone
(518) 406-5624
Fax
(518) 406-5625
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$213.0M
Discretionary AUM
$213.0M
Team
11 total employees; 8 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 397 | $99.8M |
| High net worth individuals | 53 | $108.2M |
| Charitable organizations | 12 | $4.9M |
| Corporations/business entities | 1 | $48K |
States served
CA, GA, MD, MA, NJ, NY, NC, OH, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD