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Simondavis Asset Management, Inc. (Denver)


Simondavis Asset Management, Inc. is a large advisory firm based in Denver. It manages $108.57 million of regulatory assets for 618 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Colorado, Georgia, and 7 other states.

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Simondavis Asset Management provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and seminars. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Simondavis Asset Management: assets under management

The assets under management (AUM) of Simondavis Asset Management, Inc. is $108.57 million. The firm's AUM has grown by 288% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $89.27 million in discretionary accounts and $19.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $201.51 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $110.27 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Simondavis Asset Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. 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 Denver

The principal office where Simondavis Asset Management, Inc. performs its advisory services is located at 600 Grant St. #650, Denver, CO 80203, which is also the mailing address of the firm. An additional office of the firm is in Monument, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-837-1119 or by fax 303-860-8956. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.simondavisinc.com.


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