Assets Under Management
$198.1B
Number of Clients
99,622
Number of Advisors
125
Average Client AUM
$2.0M
AUM per Advisor
$1.6B
Compensation
Fee-Only (AUM)Fixed/Hourly
SIMC offers investment advisory services to ultra-high net worth retail investors, including investment advice, portfolio and financial management, and estate planning. They primarily recommend proprietary investment products and programs, including mutual funds, ETFs, hedge funds, and wrap fee programs. SIMC also provides investment management and processing platforms to affluent investors through a network of independent advisors.
One Freedom Valley Drive, Oaks, PA, 19456