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SIMMONS INVESTMENT MANAGEMENT LLC

CRD 314723

Visit website

950 SPRUCE ST, SUITE 1F, LOUISVILLE, CO, 80027, United States

Phone

720-432-1743

Fax

Registration

— (—)

Source

State registered

Total AUM

$21.0M

Discretionary AUM

$21.0M

Team

1 total employees; 1 advisory reps; 10 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-08

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals8$3.3M
High net worth individuals13$17.7M

All web addresses on file

Official SEC filing: View on IAPD