AdvisorOS Directory
Claim Profile
WS

William Patterson Simon

PPB ADVISORS, LLC·BALA CYNWYD, Pennsylvania
Unclaimed Profile
2 BALA PLAZA, SUITE 603, BALA CYNWYD, PA 19004CRD# 1069505Firm CRD# 152303
01

About

William Patterson Simon is a registered financial advisor based in BALA CYNWYD, Pennsylvania, affiliated with PPB ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PPB ADVISORS, LLC
PPB ADVISORS, LLC
AUM
$2.8B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at PPB ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: PRIVATELY MANAGED FUNDS
Regulatory
SEC/IARD CRD# 1069505
Firm CRD# 152303
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BALA CYNWYD?

Browse all registered financial advisors in BALA CYNWYD, Pennsylvania or claim this profile if it's yours.

Browse BALA CYNWYD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Patterson Simon offer?
William Patterson Simon specializes in Retirement Planning. Contact their office in BALA CYNWYD, Pennsylvania for a consultation.
What are William Patterson Simon's credentials?
William Patterson Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Patterson Simon located?
William Patterson Simon is based in BALA CYNWYD, Pennsylvania, working with PPB ADVISORS, LLC. Their office serves clients in the BALA CYNWYD metropolitan area and surrounding communities.
How does William Patterson Simon charge for services?
William Patterson Simon's firm is compensated through percentage of aum, other: privately managed funds. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PPB ADVISORS, LLC?
PPB ADVISORS, LLC has approximately 35 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BALA CYNWYD
Ira Mark Lubert — QUAKER PARTNERS MANAGEMENT L.P.Seth Jonathan Lehr — QUAKER PARTNERS MANAGEMENT L.P.Michelle Woods Vaughn — QUAKER PARTNERS MANAGEMENT L.P.Alan Cletus Heuberger — HAMILTON LANE ADVISORS LLCKarl J Hartmann — FRANKLIN PARK ASSOCIATES, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile