Simon Investment Advisory Services, Inc. is an adviser based in Chapel Hill. It manages $14 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of North Carolina.
Simon Investment Advisory Services provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Simon Investment Advisory Services, Inc. is $14 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Simon Investment Advisory Services, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Herman None Simon has been acting as President since 1 Aug 2000. Ursula Simon joined the executive team most recently as the Secretary/Treasurer.
The principal office where Simon Investment Advisory Services, Inc. performs its advisory services is located at 1450 Raleigh Drive, Chapel Hill, NC 27517 The mailing address of the firm is 8 North Queen Street, Lancaster, PA 17603. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 919-537-7100 or by fax 919-537-7102. The normal business hours are 9:00am-5:00pm on Monday - Friday.