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Building 2SIMON CAPITAL MANAGEMENT

Map pinBALA CYNWYD, PA
Phone610-667-2450
NotebookSEC #801-71503
Total AUM
$36M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE BALA PLAZA
STE. 630
BALA CYNWYD
PA 19004
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
610-667-2450

ReceiptFinancials

Total AUM
$36M
Accounts
262
Discretionary
$33M
Accounts
241
Non-Discretionary
$3M
Accounts
21

ContactClients

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None reported

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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