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).
Total Assets Under Management36MILLION
Total Number of Accounts262ACCOUNTS
Average Account Value$137,405
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Scott Race (CRD# 4167187) is an Investment Advisor Representative working at Simon Capital Management in Bala Cynwyd, PA and has over 18 years of experience in the finance industry.