Chad Aaron Simon
Investment adviser representative at Managed Asset Portfolios, LLC
12 yearsExperience
3 statesRegistered in
$1.3BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Alt Fund DistributorsMar 2022 to now
- Managed Asset Portfolios, LLCJul 2019 to now
- Hehmeyer Trading & InvestmentsNov 2017 to Jul 2019
- @propertiesApr 2016 to Sep 2019
- Hc TechJan 2014 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, MI).
Managed Asset Portfolios, LLC
$1.3BAssets managed
1,663Clients
18Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5071388
- Firm CRD
- 109574