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SIMON INVESTMENT ADVISORY SERVICES, INC.
561-208-6361
SEC #801-58078Total AUM
$173.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
561-208-6361
Financials
Total AUM
$173.5M
Accounts
11Discretionary
$173.5M
Accounts
11Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NC
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.