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Eric Ramon Simon

2 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
148 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$225.1M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

1221 Brickell Avenue, Suite 200, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eric is an Investment Adviser Representative with Intercam Advisors, dedicating about 30% of his time to this role. He also has a 19.6% partnership in two German LLCs (Proreta Tactical GmbH/Proreta Holding GmbH) through his Florida LLC, Urbanikum LLC, focusing on operational training for special forces and operating training facilities; he spends a few hours per week supervising the CEO.

Employment History
Current Registrations
Stonex International Advisors INC
April 2023 - Present · 2 yrs 10 mos
Stonex International Securities INC.Broker
February 2023 - Present · 3 yrs
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.