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SIMON INVESTMENT ADVISORY SERVICES, INC.

Advisory

Data as of Mar 15, 2006 · Source: SEC Form ADV

Total AUM
$174M
1-Year AUM Growth
+4.8%
3-Year CAGR
+19.6%
Employees
0
Assets Under Management
Total AUM$174M
Discretionary AUM$174M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record8
First FilingMar 20, 2001
Latest FilingMar 15, 2006
🔒 Full AUM trend chart and 8 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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