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Drew Stanford Simon

BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION·BOULDER, Colorado
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2300 BROADWAY STREET, BOULDER, CO 80304CRD# 4357035Firm CRD# 107485
01

About

Drew Stanford Simon is a registered financial advisor based in BOULDER, Colorado, affiliated with BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION
BSW WEALTH PARTNERS
AUM
$1.8B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: TRAVEL REIMBURSEMENT
Regulatory
SEC/IARD CRD# 4357035
Firm CRD# 107485
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Drew Stanford Simon offer?
Drew Stanford Simon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOULDER, Colorado for a consultation.
What are Drew Stanford Simon's credentials?
Drew Stanford Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Drew Stanford Simon located?
Drew Stanford Simon is based in BOULDER, Colorado, working with BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION. Their office serves clients in the BOULDER metropolitan area and surrounding communities.
How does Drew Stanford Simon charge for services?
Drew Stanford Simon's firm is compensated through percentage of aum, hourly charges, subscription fees, other: travel reimbursement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION?
BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION has approximately 29 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
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City Guides
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Research
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