RIA Intel›Advisers›North Carolina›SIMON INVESTMENT ADVISORY SERVICES, INC.

SIMON INVESTMENT ADVISORY SERVICES, INC.

Advisory

CHAPEL HILL, NC

Data as of Jun 12, 2009 · Source: SEC Form ADV

Total AUM
$14M
1-Year AUM Growth
-92.5%
3-Year CAGR
0.0%
Employees
0
Assets Under Management
Total AUM$14M
Discretionary AUM$14M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record7
First FilingDec 19, 2006
Latest FilingJun 12, 2009
🔒 Full AUM trend chart and 7 historical filings spanning 3+ 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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