The Simmons Partnership, Inc
● SEC registered since 2014CRD 156740SEC# 801-79395Towson, MD
Reg. AUM
$216.5M
Employees
3
Accounts
869
Location
Towson, MD
The Simmons Partnership, Inc assets under management
The Simmons Partnership, Inc is an SEC-registered investment adviser based in Towson, MD. The firm has been registered since 2014. It reports $216.5 million in regulatory assets under management and employs 3 people.
The Simmons Partnership, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Darby Simmons Control | President, Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does The Simmons Partnership, Inc manage?
The Simmons Partnership, Inc reports $216.5 million in regulatory assets under management on its Form ADV.
How many employees does The Simmons Partnership, Inc have?
The Simmons Partnership, Inc reports 3 employees.
Where is The Simmons Partnership, Inc located?
The Simmons Partnership, Inc is based in Towson, MD and has been SEC-registered since 2014.
Does The Simmons Partnership, Inc disclose fund performance?
The Simmons Partnership, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Bosley Hall, 222 Courthouse Ct., Suite 1a, Towson, MD 21204 |
| Phone | 443-470-8000 |
| Fax | 410-337-0044 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$216.5M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$216.5Mregulatory AUM
Discretionary $155MNon-discretionary $61.5M