Overview
Assets Under Management: $166 million
High-Net-Worth Clients: 50
Average Client Assets: $3.3 million
Frequently Asked Questions
SIMPLE FINANCIAL SOLUTIONS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150380), SIMPLE FINANCIAL SOLUTIONS, LLC is subject to fiduciary duty under federal law.
SIMPLE FINANCIAL SOLUTIONS, LLC serves 50 high-net-worth clients according to their SEC filing dated March 21, 2018. View client details ↓
According to their SEC Form ADV, SIMPLE FINANCIAL SOLUTIONS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SIMPLE FINANCIAL SOLUTIONS, LLC manages $166 million in client assets according to their SEC filing dated March 21, 2018.
According to their SEC Form ADV, SIMPLE FINANCIAL SOLUTIONS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.95%
Average Client Assets: $3.3 million
Total Client Accounts: 208
Discretionary Accounts: 208
Regulatory Filings
CRD Number: 150380
Filing ID: 1166611
Last Filing Date: 2018-03-21 08:03:00