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
Simon Capital Advisors LLC
By the Numbers
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Total Assets Under Management10MILLION
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Total Number of Accounts3ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Simon Capital Advisors LLC
1
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.
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