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The Simon Group, Inc. (Bala Cynwyd)


The Simon Group, Inc. is a large advisory firm based in Bala Cynwyd. It manages $40 million of regulatory assets for 650 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Pennsylvania.

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The Simon Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Simon Group: assets under management

The assets under management (AUM) of The Simon Group, Inc. is $40 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $54.55 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $100 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Simon Group, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bala Cynwyd

The principal office where The Simon 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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