SIMON FINANCIAL GROUP, INC.
Legal name: SIMON CAPITAL MANAGEMENT
CRD #132581 SEC #801-71503 BALA CYNWYD, PA 610-667-2450
SEC Registered
Total AUM
$36M
Discretionary
$33M
Employees
5
Clients
26
Accounts
262
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2014 | $36M | $33M | $3M | 5 | 26 |
| Jan 2014 | $36M | $33M | $3M | 5 | 26 |
| Jan 2014 | $36M | $33M | $3M | 5 | 26 |
| Jan 2014 | $36M | $33M | $3M | 5 | 26 |
| Dec 2013 | $36M | $33M | $3M | 5 | 26 |
| Feb 2013 | $48M | $43M | $5M | 7 | 200 |
| Feb 2012 | $39M | $32M | $7M | 6 | 200 |
| Jul 2011 | $30.3M | $30.3M | $0 | 10 | -- |
| Jul 2011 | $30.3M | $30.3M | $0 | 10 | -- |
| Feb 2011 | $40M | $30M | $10M | 10 | -- |
| Jun 2010 | $40M | $30M | $10M | 10 | -- |
| May 2010 | $40M | $30M | $10M | 10 | -- |
DateFeb 2014
Total AUM$36M
Discretionary$33M
Non-Disc.$3M
Employees5
Clients26
DateJan 2014
Total AUM$36M
Discretionary$33M
Non-Disc.$3M
Employees5
Clients26
DateJan 2014
Total AUM$36M
Discretionary$33M
Non-Disc.$3M
Employees5
Clients26
DateJan 2014
Total AUM$36M
Discretionary$33M
Non-Disc.$3M
Employees5
Clients26
DateDec 2013
Total AUM$36M
Discretionary$33M
Non-Disc.$3M
Employees5
Clients26
DateFeb 2013
Total AUM$48M
Discretionary$43M
Non-Disc.$5M
Employees7
Clients200
DateFeb 2012
Total AUM$39M
Discretionary$32M
Non-Disc.$7M
Employees6
Clients200
DateJul 2011
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees10
Clients--
DateJul 2011
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$40M
Discretionary$30M
Non-Disc.$10M
Employees10
Clients--
DateJun 2010
Total AUM$40M
Discretionary$30M
Non-Disc.$10M
Employees10
Clients--
DateMay 2010
Total AUM$40M
Discretionary$30M
Non-Disc.$10M
Employees10
Clients--