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Julia Lockhart Simon

SRS CAPITAL ADVISORS, LLC·DENVER, Colorado
Unclaimed Profile
730 17TH STREET, DENVER, CO 80202CRD# 7955312Firm CRD# 133535
01

About

Julia Lockhart Simon is a registered financial advisor based in DENVER, Colorado, affiliated with SRS CAPITAL ADVISORS, LLC. 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# 7955312
Firm CRD# 133535
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julia Lockhart Simon offer?
Julia Lockhart Simon specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.
What are Julia Lockhart Simon's credentials?
Julia Lockhart Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julia Lockhart Simon located?
Julia Lockhart Simon is based in DENVER, Colorado, working with SRS CAPITAL ADVISORS, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Julia Lockhart Simon charge for services?
Julia Lockhart 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, LLC?
SRS CAPITAL ADVISORS, LLC 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
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City Guides
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Research
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