Simon Capital Advisors LLC
Simon Capital Advisors LLC (CRD# 155147) is a financial advisory firm headquartered in , . They manage $6,000,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$1,500,000
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeffrey Simon (CRD# 1679214) is an Investment Advisor Representative working at Simon Capital Advisors LLC in Woodcliff Lake, NJ and has over 28 years of experience in the finance industry.