AdvisorOS Directory
Claim Profile
IS

Iii J. Simms

FIDUCIARY INVESTMENT CONSULTANTS, LLC·MONROE, Louisiana
Unclaimed Profile
1890 HUDSON CIRCLE, MONROE, LA 71201CRD# 4488498Firm CRD# 155148
01

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.

02

Focus Areas

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

Firm Overview

Firm
FIDUCIARY INVESTMENT CONSULTANTS, LLC
FIDUCIARY INVESTMENT CONSULTANTS, LLC
AUM
$20M
Regulatory assets under management
Employees
6
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4488498
Firm CRD# 155148
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MONROE?

Browse all registered financial advisors in MONROE, Louisiana or claim this profile if it's yours.

Browse MONROE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MONROE
David Moseley Oliver — FIDUCIARY INVESTMENT CONSULTANTS, LLCMichael Ray Jones — ARGENT ADVISORS, INC.Dean Stephen Mailhes — ARGENT ADVISORS, INC.Byron Robert Moore — ARGENT ADVISORS, INC.Kenneth Gus Vines — VINES CAPITAL MANAGEMENT, LLC
Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile