SIMON FINANCIAL GROUP, INC.

SIMON CAPITAL MANAGEMENT
BALA CYNWYD, Pennsylvania·1 registered advisor·CRD# 132581
SEC# 801-71503610-667-2450
01

Firm Overview

AUM
$36M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SIMON FINANCIAL GROUP, INC.

1 registered advisor
Scott Jay Race
BALA CYNWYD, Pennsylvania
05

Office Locations

BALA CYNWYD, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. SIMON FINANCIAL GROUP, INC. (CRD# 132581) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.