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SIMMONS INVESTMENT MANAGEMENT LLC
CRD 314723
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $3.3M |
| High net worth individuals | 13 | $17.7M |
All web addresses on file
Official SEC filing: View on IAPD