Daniel Simon, financial advisor Steamboat Springs CO

Daniel Simon

CRD Number: 5817889
Current Firm: Elk River Capital Management, LLC

Daniel Simon (CRD# 5817889) is an Investment Advisor Representative working at Elk River Capital Management, LLC in Steamboat Springs, CO and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Elk River Capital Management, LLC Steamboat Springs, CO Jun 2015 - Current 8
Elevant Advisors, LLC Steamboat Springs, CO Jul 2010 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2016
Contact Info for Daniel J. Simon
Phone Number: 970-260-8087
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CO

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