Simonet Financial Group, Llc
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ADV data as of Apr 08, 2026
- Regulatory AUM
- $22.8M
- Discretionary
- $20.6M
- Clients
- 93
- Avg AUM / client
- $246K
- Accounts
- 196
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 82 | $19.4M | 84.8% |
| Pension and profit sharing plans | 6 | $2.4M | 10.7% |
| Charitable organizations | 2 | $595K | 2.6% |
| Corporations and other businesses | 3 | $434K | 1.9% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Billygram Simonet | Registered representative | CFP | Jun 2016 (10y) | |
| Max Henry Diefenthaler | Registered representative | Sep 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/08/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $15.8M (69% of AUM) Apr 2026
- Fidelity Brokerage Services $3.9M (17% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 08, 2026.
View current Form ADV (SEC/IAPD) ↗