Baydush Simon Investments, LLC is a large advisory firm based in Boulder. It manages $210 million of regulatory assets for 570 client accounts. It has been registered with the SEC as an adviser since 2001.
Baydush Simon Investments provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Baydush Simon Investments, LLC is $210 million. The firm's AUM has gone down by -24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Baydush Simon Investments, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Baydush Simon Investments, LLC performs its advisory services is located at 2336 Pearl Street, Suite 100, Boulder, CO 80302, 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 303-444-9696 or by fax 303-444-8585. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.baydushsimon.com.