The Simmons Partnership, Inc
The Simmons Partnership, Inc is an SEC-registered mass-market adviser in Towson, MD with $216.5M assets under management (AUM, regulatory AUM), +24% over one year. See who owns The Simmons Partnership, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156740, SEC 801-79395, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $216.5M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Towson, MD
- Employees
- 3
- Clients
- 308
- CRD
- 156740
- Ownership
- SIMMONS, JAMES, DARBY; RYAN, JENNIFER, DANAE
How much AUM does The Simmons Partnership, Inc have?
The Simmons Partnership, Inc reported $216.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns The Simmons Partnership, Inc?
Disclosed owners and executives of The Simmons Partnership, Inc include SIMMONS, JAMES, DARBY, RYAN, JENNIFER, DANAE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.