Simon Capital Management

Simon Capital Management (CRD# 132581) is a financial advisory firm headquartered in Ardmore, PA. They manage $36,000,000 in 262 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $137,405
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
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.

PA

Financial Advisors at Simon Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Scott J. Race
CRD#: 4167187
One Bala Plaza, Suite 630, Bala Cynwyd, PA 19004
93
Wealthminder
score

Scott Race (CRD# 4167187) is an Investment Advisor Representative working at Simon Capital Management in Bala Cynwyd, PA and has over 17 years of experience in the finance industry.

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