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Simon Paul Roy

JEMSTEP, INC.·LOS ALTOS, California
Unclaimed Profile
5150 EL CAMINO REAL SUITE B-16, LOS ALTOS, CA 94022CRD# 4507312Firm CRD# 151692
01

About

Simon Paul Roy is a registered financial advisor based in LOS ALTOS, California, affiliated with JEMSTEP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
INTELLIFLO ADVISERS, INC.
INTELLIFLO ADVISERS, INC.
AUM
$91M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at INTELLIFLO ADVISERS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: TECHNOLOGY FEES BASED ON AUM, FEES BASED ON OVERLAY SERVICES
Regulatory
SEC/IARD CRD# 4507312
Firm CRD# 151692
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Simon Paul Roy offer?
Simon Paul Roy specializes in Investment Management, Wealth Management. Contact their office in LOS ALTOS, California for a consultation.
What are Simon Paul Roy's credentials?
Simon Paul Roy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Simon Paul Roy located?
Simon Paul Roy is based in LOS ALTOS, California, working with JEMSTEP, INC.. Their office serves clients in the LOS ALTOS metropolitan area and surrounding communities.
How does Simon Paul Roy charge for services?
Simon Paul Roy's firm is compensated through percentage of aum, subscription fees, other: technology fees based on aum, fees based on overlay services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JEMSTEP, INC.?
JEMSTEP, INC. has approximately 5 employees and manages $91M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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