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Joel Craig Simon

Chief Compliance OfficerInvestx Asset Management LLCCRD 3062973

About Joel Craig Simon

Joel Craig Simon is listed as Chief Compliance Officer at Investx Asset Management LLC in New York, NY. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Investx Asset Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joel Craig Simon work?

Joel Craig Simon is listed as Chief Compliance Officer at Investx Asset Management LLC on SEC Form ADV.

How much of Investx Asset Management LLC does Joel Craig Simon own?

Form ADV reports a beneficial ownership band of Under 5%.

Investx Asset Management LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025