Simarian Enterprises LLC
Simarian Enterprises LLC (CRD# 167269) is a financial advisory firm headquartered in Charlotte, NC. They manage $16,000,000 in 21 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts21ACCOUNTS
Average Account Value$761,905
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Jon Morgan (CRD# 2789505) is an Investment Advisor Representative working at Simarian Enterprises LLC in Charlotte, NC and has over 20 years of experience in the finance industry.