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Craig Thomas Simmons

BKS ADVISORS LLC·SOUTHFIELD, Michigan
Unclaimed Profile
28411 NORTHWESTERN HWY., SOUTHFIELD, MI 48034CRD# 4348327Firm CRD# 109065
01

About

Craig Thomas Simmons is a registered financial advisor based in SOUTHFIELD, Michigan, affiliated with BKS ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
BKS ADVISORS LLC
BKS ADVISORS, LLC
AUM
$301M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BKS ADVISORS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4348327
Firm CRD# 109065
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig Thomas Simmons offer?
Craig Thomas Simmons specializes in Investment Management, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.
What are Craig Thomas Simmons's credentials?
Craig Thomas Simmons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Thomas Simmons located?
Craig Thomas Simmons is based in SOUTHFIELD, Michigan, working with BKS ADVISORS LLC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.
How does Craig Thomas Simmons charge for services?
Craig Thomas Simmons's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BKS ADVISORS LLC?
BKS ADVISORS LLC has approximately 6 employees and manages $301M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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