S
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
18 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2008
- Office Locations
- 1
Office Locations
-- NEW York NY
About Simons Financial Network
Simons Financial Network is a New York–based, owner-led advisory serving retail and institutional clients. The firm provides financial planning, portfolio construction, retirement and estate planning, and insurance/life insurance guidance, with portfolios built around asset allocation using mutual funds and ETFs and themes such as real estate and infrastructure; it operates on the Broadridge platform.
Team overview
65 AVG AGE
$4.0M AVG AUM / ADVISOR
$221.2K AVG AUM / CLIENT
18.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
18yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
E
ERIC WARD SIMONS MR.
--
- CRD
- #727440
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,982,296 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,982,296 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Equity - OTC:
Available Other:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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