Unclaimed Profile

Iii J. Simms

FIDUCIARY INVESTMENT CONSULTANTS, LLC·MONROE, Louisiana

Clean recordFIDUCIARY INVESTMENT CONSULTANTS, LLC

1890 HUDSON CIRCLE, MONROE, LA 71201CRD# 4488498Firm CRD# 155148

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Iii J. Simms · MONROE, LA

Registration

CRD #4488498 · FIDUCIARY INVESTMENT CONSULTANTS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Iii J. Simms is a registered financial advisor based in MONROE, Louisiana, affiliated with FIDUCIARY INVESTMENT CONSULTANTS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FIDUCIARY INVESTMENT CONSULTANTS, LLC

AUM

$20M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIDUCIARY INVESTMENT CONSULTANTS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4488498

Firm CRD# 155148

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Iii J. Simms offer?

Iii J. Simms specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MONROE, Louisiana for a consultation.

What are Iii J. Simms's credentials?

Iii J. Simms is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Iii J. Simms located?

Iii J. Simms is based in MONROE, Louisiana, working with FIDUCIARY INVESTMENT CONSULTANTS, LLC. Their office serves clients in the MONROE metropolitan area and surrounding communities.

How does Iii J. Simms charge for services?

Iii J. Simms'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 FIDUCIARY INVESTMENT CONSULTANTS, LLC?

FIDUCIARY INVESTMENT CONSULTANTS, LLC has approximately 6 employees and manages $20M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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