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Jeremy Simms Office

MACLENDON WEALTH MANAGEMENT, LLC·DELRAY BEACH, Florida
Unclaimed Profile
137 NW 1ST AVENUE, DELRAY BEACH, FL 33444CRD# 4526007Firm CRD# 157819
01

About

Jeremy Simms Office is a registered financial advisor based in DELRAY BEACH, Florida, affiliated with MACLENDON WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MACLENDON WEALTH MANAGEMENT, LLC
MACLENDON WEALTH MANAGEMENT, LLC
AUM
$123M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MACLENDON WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4526007
Firm CRD# 157819
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeremy Simms Office offer?
Jeremy Simms Office specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DELRAY BEACH, Florida for a consultation.
What are Jeremy Simms Office's credentials?
Jeremy Simms Office is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy Simms Office located?
Jeremy Simms Office is based in DELRAY BEACH, Florida, working with MACLENDON WEALTH MANAGEMENT, LLC. Their office serves clients in the DELRAY BEACH metropolitan area and surrounding communities.
How does Jeremy Simms Office charge for services?
Jeremy Simms Office's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MACLENDON WEALTH MANAGEMENT, LLC?
MACLENDON WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DELRAY BEACH
Bhavana Khanna — KBK CAPITAL MANAGEMENT, LLCJanis Lynn Hearrell — SELECT ADVISORS, L.L.C.Alyson Austin — MACLENDON WEALTH MANAGEMENT, LLCAlan M Matano — AMARANTH ADVISORS L.L.C.Kevin Alan Bush — KBK CAPITAL MANAGEMENT, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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