Overview
Assets Under Management: $788 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 192
Average Client Assets: $1.5 million
Frequently Asked Questions
SIMPLY MONEY ADVISORS 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 #106619), SIMPLY MONEY ADVISORS is subject to fiduciary duty under federal law.
SIMPLY MONEY ADVISORS is headquartered in CINCINNATI, OH.
SIMPLY MONEY ADVISORS serves 192 high-net-worth clients according to their SEC filing dated September 21, 2018. View client details ↓
According to their SEC Form ADV, SIMPLY MONEY ADVISORS offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
SIMPLY MONEY ADVISORS manages $788 million in client assets according to their SEC filing dated September 21, 2018.
According to their SEC Form ADV, SIMPLY MONEY ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 192
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.59%
Average Client Assets: $1.5 million
Total Client Accounts: 1,849
Discretionary Accounts: 1,849
Regulatory Filings
CRD Number: 106619
Filing ID: 1241983
Last Filing Date: 2018-09-21 15:31:00