Simon Capital Advisors LLC

Simon Capital Advisors LLC (CRD# 155147) is a financial advisory firm headquartered in , . They manage $10,315,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $3,438,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Simon Capital Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Simon, financial advisor Woodcliff Lake NJ
Jeffrey A. Simon
CRD#: 1679214
Woodcliff Lake, NJ

Jeffrey Simon (CRD# 1679214) is an Investment Advisor Representative working at Simon Capital Advisors LLC in Woodcliff Lake, NJ and has over 34 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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