← Back to searchVisit website
SIMONET FINANCIAL GROUP, LLC
CRD 283561
1300 DACY LANE, STE# 230, KYLE, TX, 78640, United States
Phone
512-296-8962
Fax
877-644-1938
Registration
— (—)
Source
State registered
Total AUM
$22.8M
Discretionary AUM
$20.6M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $19.4M |
| Pension/profit sharing plans | 6 | $2.4M |
| Charitable organizations | 2 | $595K |
| Corporations/business entities | 3 | $434K |
All web addresses on file
Official SEC filing: View on IAPD