Pjs Financial Advisory Services, LLC

Pjs Financial Advisory Services, LLC (CRD# 124870) is a financial advisory firm headquartered in Ridgefield, CT. They manage $49,898,736 in 144 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
77 Danbury Road, Unit C-7, Ridgefield, CT 06877
http://peterjsimoncpa.com/
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $346,519
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Pjs Financial Advisory Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter Simon, financial advisor Ridgefield CT
Peter J. Simon
CRD#: 4629275
77 Danbury Road, Unit C-7, Ridgefield, CT 06877

Peter Simon (CRD# 4629275) is an Investment Advisor Representative working at Pjs Financial Advisory Services, LLC in Ridgefield, CT and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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