Unclaimed Profile

Wendy P Simmons

ELE ADVISORY SERVICES, INC·SOUTHFIELD, Michigan

Clean recordELE ADVISORY SERVICES, INC

18700 W. 10 MILE ROAD, SOUTHFIELD, MI 48075CRD# 5041493Firm CRD# 148228

Profile Verification

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

Identity

Wendy P Simmons · SOUTHFIELD, MI

Registration

CRD #5041493 · ELE ADVISORY SERVICES, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Wendy P Simmons is a registered financial advisor based in SOUTHFIELD, Michigan, affiliated with ELE ADVISORY SERVICES, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ELE ADVISORY SERVICES, INC

AUM

$100M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ELE ADVISORY SERVICES, INC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5041493

Firm CRD# 148228

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Wendy P Simmons offer?

Wendy P Simmons specializes in Financial Planning, Investment Management. Contact their office in SOUTHFIELD, Michigan for a consultation.

What are Wendy P Simmons's credentials?

Wendy P Simmons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wendy P Simmons located?

Wendy P Simmons is based in SOUTHFIELD, Michigan, working with ELE ADVISORY SERVICES, INC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.

How does Wendy P Simmons charge for services?

Wendy P Simmons'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 ELE ADVISORY SERVICES, INC?

ELE ADVISORY SERVICES, INC has approximately 11 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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