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Building 2SIMON INVESTMENT ADVISORY SERVICES, INC.

Map pinCHAPEL HILL, NC
Phone919-537-7100
NotebookSEC #801-67449
Total AUM
$14M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1450 RALEIGH DRIVE
SUITE 205
CHAPEL HILL
NC 27517
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
919-537-7100

ReceiptFinancials

Total AUM
$14M
Accounts
7
Discretionary
$14M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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