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David Andrew Simon

SRS CAPITAL ADVISORS, INC.·DENVER, Colorado
Unclaimed Profile
730 17TH STREET, DENVER, CO 80202CRD# 2453158Firm CRD# 133535
01

About

David Andrew Simon is a registered financial advisor based in DENVER, Colorado, affiliated with SRS CAPITAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SRS CAPITAL ADVISORS, LLC
SRS CAPITAL ADVISORS, LLC
AUM
$1.4B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at SRS CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2453158
Firm CRD# 133535
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Andrew Simon offer?
David Andrew Simon specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.
What are David Andrew Simon's credentials?
David Andrew Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Andrew Simon located?
David Andrew Simon is based in DENVER, Colorado, working with SRS CAPITAL ADVISORS, INC.. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does David Andrew Simon charge for services?
David Andrew Simon's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SRS CAPITAL ADVISORS, INC.?
SRS CAPITAL ADVISORS, INC. has approximately 23 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
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Research
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