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| Keyboard |
| The Simmons Partnership Inc
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|---|---|
| CRD # | 156740 |
| SEC # | 801-79395 |
| CIK # | |
| AUM | 216.5 M (2026-03-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 443-470-8000 |
| Address | Bosley Hall Towson, MD 21204 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 236 | 57.8 |
| (b) Individuals (high net worth individuals) | 71 | 157.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 869 | 216.5 |
| By Discretionary | ||
| Discretionary | 489 | 155.0 |
| Non-Discretionary | 380 | 61.5 |
| Total | 869 | 216.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 216.5 | |
| Total | 869 | 216.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 308 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
New Horizon Financial Strategies LLC
✚
|
NY | 217.2 M |
|
Costello Financial Planning Inc
✚
|
217.1 M | |
|
Polaris Investment Advisors LLC
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|
MA | 217.1 M |
|
Paladin Wealth LLC
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MN | 216.9 M |
|
Lifetime Wealth Management PC
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|
TX | 216.9 M |
|
Aegis Wealth Management Inc
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|
IA | 216.5 M |
|
Hofer & Associates Inc
✚
|
CA | 216.4 M |
|
Prosperity Advisory Group LLC
✚
|
NY | 216.0 M |
|
North Ridge Wealth Advisors Inc
✚
|
OR | 216.0 M |
|
Ark Wealth Management LLC
✚
|
TX | 216.0 M |