SIMON INVESTMENT ADVISORY SERVICES, INC.
CRD #142807 SEC #801-67449 CHAPEL HILL, NC 919-537-7100
SEC Registered
Total AUM
$14M
Discretionary
$14M
Employees
5
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $14M | $14M | $0 | 5 | -- |
| Mar 2009 | $14M | $14M | $0 | 5 | -- |
| Mar 2008 | $186M | $186M | $0 | 5 | -- |
| Mar 2007 | $173.5M | $173.5M | $0 | 5 | -- |
| Jan 2007 | $173.5M | $173.5M | $0 | 5 | -- |
| Dec 2006 | $173.5M | $173.5M | $0 | 5 | -- |
DateMar 2009
Total AUM$14M
Discretionary$14M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$14M
Discretionary$14M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees5
Clients--