Iniciar sesión Regístrese gratis

Baydush Simon Weaver, LLC (Boulder)


Baydush Simon Weaver, LLC is a large advisory firm based in Boulder. It manages $552.7 million of regulatory assets for 1,497 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Colorado, New Jersey, and Texas.

Logo



Baydush Simon Weaver provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Baydush Simon Weaver: assets under management

The assets under management (AUM) of Baydush Simon Weaver, LLC is $552.7 million. The firm's AUM has grown by 151% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $550 million in discretionary accounts and $2.7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $369.87 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $270 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Baydush Simon Weaver, 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.

Based in Boulder

The principal office where Baydush Simon Weaver, LLC performs its advisory services is located at 2336 Pearl Street, 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.baydushsimonweaver.com.


Registered investment advisers similar to Baydush Simon Weaver, LLC