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).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $761,905
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Simarian Enterprises LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jon M. Morgan
CRD#: 2789505
3034 Rustic Lane, Charlotte, NC 28210
96
Wealthminder
score

Jon Morgan (CRD# 2789505) is an Investment Advisor Representative working at Simarian Enterprises LLC in Charlotte, NC and has over 19 years of experience in the finance industry.

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