Overview
Assets Under Management: $3.6 billion
Headquarters: SUMMIT, NJ
High-Net-Worth Clients: 32
Average Client Assets: $12 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.71
Average High-Net-Worth Client Assets: $12 million
Total Client Accounts: 10,573
Discretionary Accounts: 10,570
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 300572
Filing ID: 1942540
Last Filing Date: 2025-03-26 13:39:00
Website: https://simplicitygroup.com