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Simon Financial Group, Inc. (Bala Cynwyd)


Simon Financial Group, Inc. is an adviser based in Bala Cynwyd. It manages $36 million of regulatory assets for 262 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Pennsylvania.

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Simon Financial Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Simon Financial Group: assets under management

The assets under management (AUM) of Simon Financial Group, Inc. is $36 million. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $33 million in discretionary accounts and $3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $136.93 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $142.86 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Simon Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Based in Bala Cynwyd

The principal office where Simon Financial Group, Inc. performs its advisory services is located at One Bala Plaza, Bala Cynwyd, PA 19004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-667-2450 or by fax 610-667-2460. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at www.simoncap.com.


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