Baydush Simon Investments, LLC (Boulder)

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.

Baydush Simon Investments: assets under management

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 firm manages $205 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $369.37 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $333.33 thousand.

Fees & Commissions

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. 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 Boulder

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.

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