J.E. SIMMONS & CO., P.C.
CRD #108789 SEC #801-54792 DALLAS, TX 972-404-1040
SEC Registered
Total AUM
$178.3M
Discretionary
$178.3M
Employees
4
Clients
51
Accounts
386
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $178.3M | $178.3M | $0 | 4 | 0 |
| Sep 2025 | $178.3M | $178.3M | $0 | 4 | 0 |
| Mar 2025 | $178.3M | $178.3M | $0 | 4 | 0 |
| Mar 2024 | $149.5M | $149.5M | $0 | 4 | 0 |
| Mar 2023 | $133.5M | $133.5M | $0 | 4 | 0 |
| Mar 2022 | $153.8M | $153.8M | $0 | 4 | 0 |
| Mar 2021 | $141M | $141M | $0 | 2 | 0 |
| Jun 2020 | $138.5M | $138.5M | $0 | 2 | 0 |
| Mar 2020 | $138.5M | $138.5M | $0 | 2 | 0 |
| May 2019 | $128M | $128M | $0 | 3 | 0 |
| Mar 2019 | $128M | $128M | $0 | 3 | 0 |
| Mar 2018 | $158.8M | $158.8M | $0 | 3 | 0 |
| Mar 2017 | $132.7M | $132.7M | $0 | 4 | 26 |
| Mar 2016 | $117.8M | $117.8M | $0 | 4 | 26 |
| Mar 2015 | $114.5M | $114.5M | $0 | 4 | 26 |
| Mar 2014 | $103.4M | $103.4M | $0 | 4 | 26 |
| Mar 2013 | $91.9M | $91.9M | $0 | 4 | 26 |
| Mar 2012 | $93.9M | $93.9M | $0 | 1 | 26 |
| Mar 2011 | $114.1M | $114.1M | $0 | 5 | -- |
| Mar 2008 | $122.9M | $122.9M | $0 | 5 | -- |
| Mar 2007 | $110.8M | $110.8M | $0 | 5 | -- |
| Mar 2006 | $87.5M | $87.5M | $0 | 5 | -- |
| Jan 2006 | $73.5M | $73.5M | $0 | 5 | -- |
| Sep 2005 | $73.5M | $73.5M | $0 | 5 | -- |
| Mar 2004 | $65M | $41M | $24M | 5 | -- |
| Mar 2002 | $65M | $25M | $40M | 5 | -- |
DateOct 2025
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2025
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees2
Clients0
DateMay 2019
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$114.5M
Discretionary$114.5M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees4
Clients26
DateMar 2013
Total AUM$91.9M
Discretionary$91.9M
Non-Disc.$0
Employees4
Clients26
DateMar 2012
Total AUM$93.9M
Discretionary$93.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$87.5M
Discretionary$87.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$73.5M
Discretionary$73.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$73.5M
Discretionary$73.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$65M
Discretionary$41M
Non-Disc.$24M
Employees5
Clients--
DateMar 2002
Total AUM$65M
Discretionary$25M
Non-Disc.$40M
Employees5
Clients--