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SIMMONS FINANCIAL SERVICES, INC.
CRD 132218
68311 MAIN ST., RICHMOND, MI, 48062, United States
Phone
586-727-1727
Fax
586-727-3357
Registration
— (—)
Source
State registered
Total AUM
$1.3M
Discretionary AUM
$1.3M
Team
2 total employees; 1 advisory reps; 53 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2023-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $1.3M |
Official SEC filing: View on IAPD