Be advised. This firm is no longer registered.

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
  • Total Number of Accounts
  • Average Account Value
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.


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

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.